Find a Financial Advisor

Connect with a dedicated Fidelity advisor to help you build and protect your financial future.

Choose the Right Advisor for You

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Fidelity Go

Automated investing with optional professional guidance. Perfect for hands-off investors.

  • Managed portfolios
  • Low minimum investment
  • Professional management
  • Flexible contributions
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Fidelity Personalized Advice

One-on-one guidance combined with technology. Ideal for growing wealth.

  • Dedicated advisor team
  • Personalized strategy
  • Ongoing support
  • Tax-efficient investing
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Fidelity Private Wealth Management

Comprehensive wealth management for high-net-worth individuals.

  • Senior wealth advisor
  • Estate planning
  • Tax optimization
  • Philanthropic planning

Benefits of Working with an Advisor

A Fidelity advisor can help you navigate complex financial decisions and stay on track toward your goals.

  • Stay Accountable

    Regular check-ins to keep you on track.

  • Emotional Discipline

    Professional guidance through market volatility.

  • Comprehensive View

    Holistic approach to your entire financial picture.

  • Customized Solutions

    Strategies tailored to your unique situation.

By the Numbers

13K+

Financial Advisors

$1.5T+

Assets Under Advisory

40+

Years of Experience

Ready to Get Started?

Finding the right advisor is easy. Answer a few questions and we'll help match you with a Fidelity advisor who fits your needs.

Frequently Asked Questions

How much does it cost?

Advisory fees vary by service level and are typically a percentage of assets under management. Contact us for specific pricing.

What's the minimum investment?

Minimum investments vary by advisory service. Fidelity Go starts at $10, while Personalized Advice requires $50,000+.

Can I meet in person?

Yes! With over 190 branches nationwide, many of our advisors can meet with you in person at a location near you.

Is my information secure?

Absolutely. We use industry-leading security measures to protect your personal and financial information.

Start Your Financial Journey Today

Connect with a Fidelity advisor and get personalized guidance for your unique financial goals.