Personal Advisor Services®

Personal financial advice is now more important than ever

High-touch service at a low cost

The minimum investment for this service is $50,000, and our annual advisory fee is 0.30%. You'll have ongoing access to advisors—all at your fingertips. When you have questions, you always get 1:1 advice—just call or email our team, or schedule a video chat with an advisor.1

Our only interest? Your financial interest.

As fiduciaries, our advisors always put your interests first. And since Vanguard is investor-owned, we can stay focused on lowering investment costs, so you can keep more of your returns.2

Advice to help you reach your goals

Whether you’re saving for a dream home or retirement, we work closely with you to build a customized financial plan.

Advisors who put your interests first

Our advisors are salaried and don’t make commissions. They have no financial incentives to recommend certain products and will always put your goals first.

Financial advice to help you reach your goals

You get advice tailored to your unique goals and investing timeline. We'll partner with you to assess your risk tolerance, create a comprehensive financial plan, and recommend investments based on Vanguard's time-tested strategies.

Strategies to help maximize your retirement income

Our advisors use several strategies, including active funds exclusive to Personal Advisor Services clients. Low-cost funds, automated tax-loss harvesting, and minimal fees also help you keep more of your savings.

Headshot of Tim Buckley
Tim Buckley
Vanguard Chairman and CEO

We at Vanguard believe in the value of advice and of advisors, especially during times of uncertainty or volatility, as we're experiencing now... [I]t can be psychologically difficult to weather market swings, and this is where financial advice and an advisor can help by setting a plan and helping investors stick to it.

See what Vanguard Personal Advisor
Services can do for you

Get personal advice when you need it most

Or you can call us at

{Affiliate phone}

Monday through Friday,

8 a.m. to 8 p.m, Eastern time

1The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.

2Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard.

All investing is subject to risk, including the possible loss of the money you invest.

We recommend that you consult a tax or financial advisor about your individual situation.

Vanguard Personal Advisor Services is provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.

The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio.

Please review Form CRS and the Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.

VAI is a subsidiary of The Vanguard Group, Inc., and an affiliate of Vanguard Marketing Corporation. Neither VAI nor its affiliates guarantee profits or protection from losses. 

The website that directed you here is one from an affiliate marketer of Vanguard. Some of our affiliate marketers may also be a Solicitor of Vanguard (“Solicitor”). To the extent that a Solicitor directed you to our website, the Solicitor can receive up to ${Comp amount} in compensation from Vanguard if you engage in activity such as providing contact details, speaking with a sales representative, scheduling a financial advice appointment, entering into an advisory relationship, or paying a subscription for advisory services. You will not be charged any fees or additional costs for being referred. The Solicitor may promote Vanguard’s investment adviser services and may offer independent analysis and reviews of these services. Vanguard and the Solicitor are not under common ownership or otherwise related entities.

If you’re outside the U.S.:

Vanguard Personal Advisor Services isn’t available outside the U.S. If you’re not a U.S. resident, please visit our website for Non-U.S. Investors for more information about products and services available to you.