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Planning & Advice

As your needs in life change, so does the help you require. At every turn, we're here to help you plan—from investment strategies, to complex wealth management needs, to managing your portfolio.

Planning for the future means planning for the curveballs, the surprises, and the joyful moments. We can help you reach your goals by helping you prepare a financial plan—one flexible enough to weather life's rockier moments.

See how we can help you plan for life events

Our robo advisor is an easy, affordable way to enjoy the benefits of professional money management.

Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth.

A focus on your individual needs

We provide no-fee, one-on-one reviews of all your investment accounts, including those not kept with us. Our financial professionals are backed by industry-leading research and analysis, with the skills to address all of your needs. Visit us in person—we have over 190 branch locations. Or you can contact us online or by phone 24/7.

Planning is the key to successful investing. That's why we offer easy-to-use tools to help you make smarter, more informed decisions.

800-343-3548

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Help is here 24/7. Call us, chat with an investment professional, or visit an Investor Center.

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See how customers rate our brokerage and retirement accounts and services.

Customer Stories

Read what customers have to say about their retirement experiences with us.

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Fidelity^® Wealth Services is an investment advisory service that provides nondiscretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Minimum investment is $50,000 for access to a team of advisors and $250,000 for access to a dedicated advisor. See the Fidelity Wealth Services Program Fundamentals for program details or speak with a Fidelity advisor.

Fidelity^® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered through FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal.

Fidelity Go^® provides discretionary investment management for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Fidelity Investments companies.

Other than with respect to assets managed on a discretionary basis through an advisory agreement with Fidelity Personal and Workplace Advisors LLC, you are responsible for determining whether, and how, to implement any financial planning.

Optional discretionary investment management services provided for a fee through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser and a Fidelity Investments company. These services are provided for a fee.

Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS, and NFS are Fidelity Investments companies.

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Planning & Advice

Peace of mind for life’s big moments

Here are just some of the ways we can help you

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