Fidelity Executive Services

Plan design and rules
Current personal holdings
Tax implications
Contribution and distribution strategies

Equity compensation and valuation
Specialized equity plan support

Investment strategy
Retirement planning
Income protection
Family conversations
Asset protection

Call your Executive Services Associate Team at

800-533-8004

Available Monday–Friday 8:30 a.m. – 8:30 p.m. ET

Watch our webcast and learn about our complimentary program, Fidelity Executive Services^SM.

Our Executive Planning Consultants explain how eligible executives, like you, can maximize benefits and make better wealth planning decisions.

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Frequently Asked Questions

Does Executive Services cost me anything?

No, Executive Services is a complimentary service provided by your Employer
I already have a financial advisor—should I still take advantage of Executive Services?

Absolutely—your Executive Planning Consultant can work WITH your existing financial advisor to bring his/her unique knowledge of your workplace benefits to the planning process
Can I bring my spouse/partner/family to meet with my Executive Planning Consultant?

Absolutely—this is encouraged, as financial decisions are rarely made alone, and bringing additional family members can provide your Executive Planning Consultant with additional context.
How is my Executive Planning Consultant compensated?

Your Executive Planning Consultant is paid via a salary plus a bonus, and does not receive any commissions
I already have a Financial Consultant / Account Executive at Fidelity. Can I still use Executive Services?

Yes—your existing relationship remains unchanged, and your Fidelity Representative can work with your Executive Planning Consultant to provide all of the benefits guidance and service that Executive Services delivers.
What if I work in a different state / area than my Executive Planning Consultant?

Your Executive Planning Consultant will attempt to travel to meet with Executives in person where there is a reasonable concentration of Executives in a particular non-local area; phone meetings and screen share have also proven extremely successful for non-local Executive meetings.
How often do I meet with my Executive Planning Consultant?

As much or as little as necessary according to your needs and situation.
Can I continue to work with my Executive Planning Consultant if I retire or leave my current employer?

Yes you can. Your Executive Planning Consultant will work with you after retirement or termination.