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Connect with a financial advisor to support your needs

Partner with our team of experts for hands-on guidance backed by Betterment’s technology. With our advice options, you can bring clarity and confidence to your financial life.

Personalized financial planning and ongoing guidance with Premium.

0.65% annual fee l $100,000 minimum investing balance across eligible investments to qualify  

With this option, you’ll receive:

  • Unlimited support from our CERTIFIED FINANCIAL PLANNER® professionals 
  • A customized plan covering investing, tax strategies, retirement savings, and more
  • A team of experts at the ready to answer any financial questions
  • A preferred Cash Reserve rate, discounted estate planning, and more

 

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Cash Reserve offered by Betterment LLC and requires a Betterment Securities brokerage account. Betterment is not a bank. FDIC insurance provided by Program Banks, subject to certain conditions. Learn more.

 
A Certified Financial Planner virtually says let’s look at adjusting your portfolio to a customer who is sitting on a chair with a laptop.

Free one-time support to help you with your setup.

No fee l $20,000 minimum amount eligible for transfer

With this option, you’ll receive:

  • A conversation with a financial advisor from our team dedicated to helping you set up your goals and see if Betterment is right for you
  • Help with setting up your account to meet your financial goals
  • Guidance on easily transferring money to Betterment
Schedule a call Learn more
A laptop with Betterment dashboard on the screen, next to a floating headshot of a financial advisor who is saying let’s get your account set up.
The Licensed Concierge Team is eligible to receive incentive compensation based on funds transferred to Betterment. Betterment’s revenue varies across offerings, which creates an incentive to recommend the offering resulting in the greatest revenue. Regardless of this conflict, Team members are required to act in the client’s best interest.

Financial expertise you can trust.

As a fiduciary, Betterment is required to focus on your best interests. That extends to our financial advice. We offer guidance to help you make the most of your money and build a better life.

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It all begins with a conversation.

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