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Fidelity Investments›
Products & Services
AddedApr 29, 2026
UpdatedMay 31, 2026
Fidelity Personalized Planning & Advice

Fidelity Investments› offers Fidelity Personalized Planning & Advice

Service
Currently Offered

Fidelity Personalized Planning & Advice is Fidelity's workplace managed-account service for 401(k) plan participants, layering professional advice on retirement plans.

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Overview
Analysis

Fidelity Personalized Planning & Advice is Fidelity Investments' workplace managed-account service offered through 401(k) plan sponsors. The program assigns participants a team of investment professionals who deliver discretionary investment management, holistic planning that extends beyond retirement to emergency funds and other goals, and ongoing engagement including expanded annual checkups, reminders, and personalized recommendations.

Plan sponsors offer the service as an opt-in or as the qualified default investment alternative for participants who want professional management of their workplace savings. The advisory fee ranges from 0.27 to 0.53 percent of the managed portfolio, depending on assets, and the offering competes with Morningstar Retirement Manager, Edelman Financial Engines, and BlackRock LifePath managed accounts in the defined-contribution managed-account category.

Classification

Industry
  • Financial Services Companies
Model
  • Professional Services
Customer
  • Enterprises

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Direct Competitors

  • Morningstar

    Morningstar logo

    Morningstar Retirement Manager

    morningstar.com

AttributeFidelity Personalized Planning & AdviceMorningstar Retirement Manager
ProviderFidelity Investmentsfidelity.com$144.3M raisedMorningstarmorningstar.com$91M raised · Public
Founded19461984
Sells ToEmployers, Institutional, RetailIndividuals, Institutional
Pricing ModelAdvisory Fees, Brokerage Fees, Management FeesSubscription
OwnershipPrivatePublic, Public-Private Partnership
Fidelity Personalized Planning & Advice

Provider Fidelity Investmentsfidelity.com$144.3M raised

Founded 1946

Sells To Employers, Institutional, Retail

Pricing Model Advisory Fees, Brokerage Fees, Management Fees

Ownership Private

Morningstar Retirement Manager

Provider Morningstarmorningstar.com$91M raised · Public

Founded 1984

Sells To Individuals, Institutional

Pricing Model Subscription

Ownership Public, Public-Private Partnership