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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.

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

Explore your first goal

Cash Reserve

Our high-yield account built to help you earn more on every dollar you save.

Safety Net

This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.

Retirement

Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.

General Investing

If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.