Experienced advisors, personalized advice

Consider our 2 services with access to an advisor.

Experienced advisors, personalized advice

Consider our 2 services with access to an advisor.

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Personal advice at Vanguard

If you’re looking for an advisory relationship to help with evolving your financial goals, managing your portfolio, and navigating life changes, you’ve come to the right place. With our advice options, you get a trusted partner and all the benefits of Vanguard’s expertise.

Blend of advisor and technology

Vanguard Personal Advisor

$50,000 minimum to qualify

This hybrid service offers you:

  • Access to professional financial advisors.
  • Ongoing personal financial planning and automated investing options.
  • Support for tax strategies, withdrawals, debt management, and other planning topics.
A dedicated PARTNER

Vanguard Personal Advisor Select

$500,000 minimum to qualify

With this option, you'll experience:

  • Custom investment and financial planning strategies. 
  • A Certified Financial Planner™ (CFP®) who'll focus solely on your best interests.
  • Portfolio stress-testing against thousands of scenarios.
  • A personalized plan based on 30+ data points specific to you.

Schedule a call with a professional

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

For more information about Vanguard funds or Vanguard ETFs, visit vanguard.com to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.

Vanguard’s advice services are provided by Vanguard Advisers, Inc., (“VAI”), a registered investment advisor, or by Vanguard National Trust Company (“VNTC”), a federally chartered, limited-purpose trust company.

The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI’s Form CRS and each program’s advisory brochure here for an overview.

VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.