advisor

Vanguard Personal Advisor

100 Vanguard Blv V26

Malvern, PA 19355

8002117806

About Vanguard Personal Advisor

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

*Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.

See Disclosures

General Information

Firm Start Year

1995

Firm CRD#

106715

Advisory Services Provided

Education Funding and Planning, Retirement Planning

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Firm Information

Firm's Number of Clients

>100000

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

FinancialPlanners.net provides referrals to financial professionals. FinancialPlanners.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.

Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company. The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Form CRS and Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints. VAI is a subsidiary of VGI and an affiliate of VMC. Neither VAI nor its affiliates guarantee profits or protection from losses.

While we seek to put our clients' interests first, we have sought to identify potential conflicts where interests and incentives differ, and we seek to disclose such conflicts or situations to you. Like other advisors, we are incentivized to recommend our programs and services over other third-party financial services solutions and products. You should consider carefully which of our services is appropriate for you and whether other products may be more suitable or appropriate. Note that Advisors are not required to recommend the lowest cost solution.

Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1888947/financialplanners-Vanguard-Personal-Advisor-detailed-disclosure.html