Fidelity Wealth Advisor Solutions®

For our wealth management clients whose strategies might benefit from additional, specialized investing services, your Fidelity advisor may suggest you consider our network of independent, registered investment advisor firms.*

Your Fidelity advisor will work with you each step of the way.

  • Identify preferences – Based on information you provide, your Fidelity advisor will identify 2 network advisors who may meet the criteria you have specified for your personal situation. The names of additional network advisors may be made available upon your request.*
  • Select an advisor – Your Fidelity advisor can help make the introductions for you and provide guidance about how to select a network advisor who can help meet your unique investment needs.
  • View assets in one place – If you do work with a network advisor, you'll be able to view those assets and all of your accounts in one place on Fidelity.com.
  • Continued support – Your Fidelity advisor can continue to help you with guidance and planning as part of your overall Fidelity relationship.
  • Comprehensive tax planning and preparation for individuals, families, and small businesses
  • Executive compensation strategies, including stock option management and deferred compensation plans
  • Small-business advisory services, including capital growth strategies and succession planning
  • Recommendations, including buy and sell decisions on stocks, bonds, and other securities
  • Access to emerging markets, commodities, and alternative investments, such as private equity, hedge funds, and limited partnerships
  • Custom portfolio construction based on your personal tax situation and liquidity needs

The advisors in the Fidelity Wealth Advisor Solutions program have been carefully selected and evaluated considering a number of factors, including (but not limited to):

  • Professional standards – Advisors have been approved to participate based on their position as registered investment advisors in good standing with the US Securities and Exchange Commission and/or any applicable state securities regulatory authorities (or they are exempt from such registration).
  • Pricing structure – Advisors charge fee-based, asset-based, or flat rate investment advisory service fees (which may include hourly fees).
  • Assets under management – Advisors are required to maintain a minimum of $350,000,000 in total regulatory assets under management throughout their participation in the program.

View a complete list of independent, registered investment advisors in Fidelity's network.

Let's talk about how we can work together