How we can help: Your dedicated advisor can create a personalized plan for large purchases like buying a boat, a new car, a new house, and more while providing active support throughout the process. If you have multiple goals, your advisor can also help with balancing your investments.
The benefits of working with our financial advisors
- Personalized planning
- Financial value
- Peace of mind
- Time savings
Personalized planning
Your dedicated advisor, who's a Certified Financial Planner™ (CFP®) professional, will create a comprehensive, personalized plan that’s designed to help you reach your goals—and to evolve with life changes. Your portfolio is built with world-class technology and powered by the time-tested investment strategies that have made Vanguard an industry leader for 50 years.
You're probably doing a good job managing your investments
But how could a dedicated financial advisor help you achieve more? Answer 3 questions to learn how an advisor can add value to your situation. At the end of the guide, you'll have the option to request a call to ask more detailed questions about our advisory services.
877-665-8498
Monday through Friday, 8 a.m. to 8 p.m., Eastern time
Navigate taxes in retirement
No need to stress about taxes—our advisors can help pre-retirees and retirees age 59½ and older with these 3 key questions:
877-665-8498
Monday through Friday, 8 a.m. to 8 p.m., Eastern time
877-665-8498
Monday through Friday, 8 a.m. to 8 p.m., Eastern time
877-665-8498
Monday through Friday, 8 a.m. to 8 p.m., Eastern time
Calculate your cost for Personal Advisor Select
Enter an amount to see what Personal Advisor Select may cost you.
Frequently asked questions
Curious about Personal Advisor Select?
Get to know us, and find out what to expect if you enroll.
We may also send you other Vanguard information you might be interested in. You can opt out at any time.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
While we seek to put our clients’ interests first, we have sought to identify potential conflicts where interests and incentives differ, and we seek to disclose such conflicts or situations to you. Like other advisors, we are incentivized to recommend our programs and services over other third-party financial services solutions and products. You should consider carefully which of our services is appropriate for you and whether other products may be more suitable or appropriate. Note that Advisors are not required to recommend the lowest cost solution.
*Tax-loss harvesting involves certain risks, including, among others, the risk that the new investment could have higher costs than the original investment and could introduce portfolio tracking error into your accounts. There may also be unintended tax implications. We recommend that you carefully review the terms of the consent and consult a tax advisor before taking action.
All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.
We recommend that you consult a tax or financial advisor about your individual situation.
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.
Vanguard Personal Advisor Select and Vanguard Personal Advisor Wealth Management charge fees based on a tiered fee schedule (maximum 0.30%) calculated as an average advisory fee on all advised assets. Note that this fee doesn't include investment expense ratios charged by a fund. Please review each service's advisory brochure for more fee information.
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.