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Betterment

Save, invest, retire

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Financial Advisors Ready to Fit Your Lifestyle

Augment your digital Betterment experience with the value our over-the-phone financial experts can provide. Let us help tailor your financial plan to your situation.

Explore our services

Work with an advisor the way that works for you.

  • Find an advice package.

    One-time call with a CERTIFIED FINANCIAL PLANNER™ professional for guidance on my financial goals.
    Learn more

  • Betterment Premium

    Unlimited access by phone and email to a team of CERTIFIED FINANCIAL PLANNER™ professionals for ongoing guidance.
    Learn more

  • Betterment Advisor Network

    Access to a dedicated CERTIFIED FINANCIAL PLANNER™ professional at a partner firm.
    Learn more

Compare your options for talking with experts.

We offer three ways to connect with financial advisors.

Advice packages
Betterment Premium
Betterment Advisor Network

What do I get with each option?

Advice packages

One-time call with a personalized action plan and educational content

Betterment Premium

Ongoing unlimited access to advice by phone and email with Betterment

Betterment Advisor Network

We'll match you with a vetted partner advisor firm

How much does it cost?

Advice packages

Flat fee, ranging from $199-$299

Betterment Premium

0.40% per year

Betterment Advisor Network

0.80% - 1.50%/year

Is there a minimum balance required?

Advice packages

No minimum balance

Betterment Premium

$100,000 at Betterment

Betterment Advisor Network

Varies, starting at $100,000

Who will I talk to?

Advice packages

CERTIFIED FINANCIAL PLANNER™ professional at Betterment

Betterment Premium

CERTIFIED FINANCIAL PLANNER™ professionals at Betterment

Betterment Advisor Network

CERTIFIED FINANCIAL PLANNER™ professional at a partner advisor firm

How do I get started?

Advice packages
Betterment Premium

Open an account
Then, click "Settings"

Betterment Advisor Network

Ask to be matched. Email advisors@betterment.com

How would you like to get started?

Manage spending with Checking

Checking with a Visa® debit card for your daily spending.

Save cash and earn interest

Grow your cash savings for general use for upcoming expenses.

Invest for a long-term goal

Build wealth or plan for your next big purchase.

Invest for retirement

Set up traditional, Roth, or SEP IRAs to save for the golden years.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.