Make real progress on your financial goals
Fidelity® Personalized Planning & Advice is our hybrid robo advisor that combines a professionally managed account with financial coaching to help you get closer to reaching retirement or other savings goals.
Start saving for what matters most to you
We'll recommend an investment strategy for your retirement account (like an IRA) that's in line with your goals. Then we'll show you how to fund it, whether you're converting an existing Fidelity brokerage or retirement account or opening a new account.
Plus, you'll be able to schedule 1-on-1 discussions with Fidelity advisors to review progress and future savings milestones to aim for.
Are you saving for a big purchase or building wealth for the future? Whether you're converting an existing Fidelity brokerage or retirement account or opening a new account, we can suggest an investment strategy and provide ongoing 1-on-1 financial coaching to help you make progress on your goal.
Simple investing plus 1-on-1 financial advice
What's included with your Personalized Planning & Advice account
Professional investment management
We'll suggest an investment strategy for your account, manage it, and make adjustments along the way to help keep your savings goal on track.
1-on-1 financial coaching
Our team of Fidelity advisors will help you evaluate your financial picture and provide advice on coaching calls when you need it.
Learn more about coaching
Flexible financial planning
As your life changes, we'll work with you to help adjust your financial plan to make sure it's in line with what's important to you.
Wondering if Personalized Planning & Advice is right for you?
Get a free financial assessment. Call us at 800-343-3548 and ask for "Planning."
Money management and financial advice should be affordable
That's why all you'll pay is a 0.50% advisory fee.
$25,000 minimum
Estimated total cost
$10.42/mo
What to expect next
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Get a free proposal
Tell us about your savings goal and we'll suggest a no-commitment investment strategy to help you work toward it.
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Accept, open, and fund
After accepting the proposal, you can open and fund your account. We'll then make all the investing decisions for the account based on your investment strategy.
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Stay on track
We'll adjust your strategy, when needed, and be available to answer questions about your financial future.