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.
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Unlimited access by phone and email to a team of CERTIFIED FINANCIAL PLANNER™ professionals for ongoing guidance.
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Compare your options for talking with experts.
We offer three ways to connect with financial advisors.
What do I get with each option?
One-time call with a personalized action plan and educational content
Ongoing unlimited access to advice by phone and email with Betterment
We'll match you with a vetted partner advisor firm
How much does it cost?
Flat fee, ranging from $199-$299
0.40% per year
0.80% - 1.50%/year
Is there a minimum balance required?
No minimum balance
$100,000 at Betterment
Varies, starting at $100,000
Who will I talk to?
CERTIFIED FINANCIAL PLANNER™ professional at Betterment
CERTIFIED FINANCIAL PLANNER™ professionals at Betterment
CERTIFIED FINANCIAL PLANNER™ professional at a partner advisor firm
Explore your first goal
This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.
Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.
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.