You should never hire an FA for performance. You should hire them for comprehensive planning (tax planning, distribution strategies, retirement income analysis, estate concerns, etc.). If they aren’t doing all of that for you, what are you paying for? Edit: to clarify, anyone down playing the value of an advisor is an idiot. Most people (including those here) should be paying an advisor. Just make sure you’re getting real value from it. Answer from yerrmomgoes2college on reddit.com
Unbiased
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Fisher Investments vs Edward Jones | Unbiased - unbiased.com
August 6, 2025 - Edward Jones' strategy is typically more conservative, emphasizing long-term growth and income generation through a diversified portfolio of bonds, stocks, and mutual funds. They often prioritize a buy-and-hold approach tailored to individual ...
Reddit
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r/investing on Reddit: Anyone using Fisher Investments and feel like it's worth it?
August 16, 2024 -
I've (52M) been talking with a Fisher rep for awhile, I've been through the analysis process, and they make a fairly compelling case that, net fees, they could improve my returns 4 to 5%.
I'm skeptical, but I'm also a "set it and forget" it investor, about 10% bonds, 50% VOO, 10% VTI/small cap, and the rest in target date funds.
My portfolio is a little unbalanced and spread over a bunch of accounts I've accumulated over the years. Overweight in some areas, underweight in others. I could consolidate and balance, but I hate to think I'm leaving money on the table with a mostly hands off approach. Hoping to semi-retire in 10 years.
Anyone using Fisher, or other similar firm, and feel it's worth the fees?
EDIT: Fisher fee is 1.25. Most of my ETFs are .03 to .1
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You should never hire an FA for performance. You should hire them for comprehensive planning (tax planning, distribution strategies, retirement income analysis, estate concerns, etc.). If they aren’t doing all of that for you, what are you paying for? Edit: to clarify, anyone down playing the value of an advisor is an idiot. Most people (including those here) should be paying an advisor. Just make sure you’re getting real value from it.
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So Fisher can beat the S&P 500 by 4-5% after fees? No way!
E. Jones/Vanguard and now Fisher Investments - Bogleheads.org
Klaxton wrote: Sun Nov 04, 2018 6:23 pm I am age 75, no spouse, retired and have a portfolio of about $1.3 million 95% of which is with Edward Jones. This year I expect my EJ "fees and charges" to be about $14,500. ... I have just set an appointment (I consider it tentative) with Fisher Investments ... More on bogleheads.org
Fisher Investments--Anyone have experience with them? - Clark Howard Community
Hi, I never hear Clark talk about Fisher Investments. Any input about them would be helpful. My husband is thinking about switching our retirement accounts from Edward Jones to Fisher. Although Fisher charges 1.5 % in fees (vs Edward Jones 1%), he feels the added fees that Edward Jones charges ... More on community.clark.com
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January 19, 2023Anyone using Fisher Investments and feel like it's worth it?
You should never hire an FA for performance. You should hire them for comprehensive planning (tax planning, distribution strategies, retirement income analysis, estate concerns, etc.). If they aren’t doing all of that for you, what are you paying for? Edit: to clarify, anyone down playing the value of an advisor is an idiot. Most people (including those here) should be paying an advisor. Just make sure you’re getting real value from it. More on reddit.com
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August 16, 2024Edward Jones management fees
Run Just get an account with Vanguard, Fidelity or Schwab. More on reddit.com
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July 20, 2024Indeed
indeed.com › companies
Compare working at Edward Jones vs Fisher Investments | Indeed.com
Edward Jones is most highly rated for Work/life balance and Fisher Investments is most highly rated for Compensation and benefits.
Bogleheads.org
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E. Jones/Vanguard and now Fisher Investments - Bogleheads.org
November 5, 2018 - Fisher is more "we can beat the market" with our tools and knowledge. I'd avoid both. Even though you think of it as "transfer out", paper-work wise its "transfer in" So see what Vanguard can "transfer in" without triggering sales / taxes. Ask Edward Jones if they can be friends with you “with ...
Onedayinjuly
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Compare Financial Firms | Fee-Only Fiduciaries | One Day In July
"Edward Jones" is a registered trademark of Edward Jones Investments, "Fisher Investments" is a registered trademark of Fisher Asset Management LLC, "Morgan Stanley" is a registered trademark of Morgan Stanley, "Vanguard" is a registered trademark of The Vanguard Group Inc, "Merrill ," a wholly ...
SmartAsset
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Financial Advisor Firm Reviews | What is the Right Firm for You? | SmartAsset.com | SmartAsset.com
SmartAsset has reviewed numerous financial advisor firms across the U.S. We explore each firm's offerings and other important features. See which one is best for you.
YouTube
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Fisher Investments Vs Edward Jones | Is Fisher Investments Better Than Edward Jones - YouTube
Fisher Investments Vs Edward Jones | Is Fisher Investments Better Than Edward Jones | Edward Jones vs Fisher Investments - VIX INDEX VIX STOCK. In this vide...
Published February 16, 2025 Views 23
Clark Howard
community.clark.com › investing
Fisher Investments--Anyone have experience with them? - Clark Howard Community
January 19, 2023 - My husband is thinking about switching our retirement accounts from Edward Jones to Fisher. Although Fisher charges 1.5 % in fees (vs Edward Jones 1%), he feels the added fees that Edward Jones charges with trades etc., offsets the extra half ...
Moomoo
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Edward Jones vs Fisher Investments (2025)
April 8, 2025 - Edward Jones vs Fisher Investments: which mwealth management firm is better? Compare (Roth) IRA accounts, online trading fees.
Unbiased
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Top Financial Advisor Firms & Companies (2025) - unbiased.com
December 2, 2025 - This is managed by a team of over ... expert insights. ... Edward Jones is a well-established financial services firm in the US, known for its independent investment advice and strong client relationships....
BrokerCheck
brokercheck.finra.org › individual › summary › 6475433
Kenneth Earl Fisher - Broker at EDWARD JONES
BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors.
Edward Jones
edwardjones.com › us-en › financial-advisor › kyle-fisher
Kyle Fisher, Financial Advisor | Edward Jones
Kyle Fisher is an Edward Jones Financial Advisor serving Eagle, ID. Get the personal financial advice you need to achieve your goals.
Edward Jones
edwardjones.com › us-en › financial-advisor › ken-fisher
Ken Fisher, Financial Advisor | Edward Jones
Ken Fisher is an Edward Jones Financial Advisor serving Lockport, NY. Get the personal financial advice you need to achieve your goals.
SmartAsset
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Edward Jones Review | SmartAsset.com
April 18, 2025 - SmartAsset's experts review Edward Jones. You want to make sure the firm will be a good fit for you before investing your assets. We explore who can open an account, what fees you should expect and other vital information to know before investing.
Address 63131, 12555 Manchester Road, St. Louis, MO 63131
Unbiased
unbiased.com › discover › financial-advice › fisher-investments-financial-advisor
Fisher Investments Review [Updated September 2025] - unbiased.com
December 5, 2025 - Fisher Investments vs Edward Jones · Fisher Investments vs Fidelity Investments · Fisher Investments vs Charles Schwab · Fisher Investments vs Blackrock · Fisher Investments vs Facet · Fisher Investments vs Mercer · Fisher Investments vs Betterment · Fisher Investments typically requires a minimum portfolio value of $500,000 to open an account.
NerdWallet
nerdwallet.com › financial-advisors › learn › best-financial-advisors
9 Best Financial Advisors of 2026 - NerdWallet
5 days ago - The best financial advisors in 2026 include Mariner, Edelman, Zoe Financial, Vanguard Personal Advisor, Facet, Harness Wealth, Empower and Schwab Intelligent Portfolios Premium.
StockAnalysis
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
August 26, 2025 - Fisher Investments is a fee-only advisor, meaning it only makes money based on the value of your assets. This is what you want. Other money managers (like Edward Jones) may earn both fees and commissions from investment products they place in ...
ComparisonAdviser
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Top 10 Financial Advisor Firms in the U.S. - ComparisonAdviser
March 15, 2025 - Each program determines the fee structure, investment options, management approach, and advisor involvement available to clients. It’s important to note that Edward Jones is a fee-based company.
FOX4KC
fox4kc.com › business › press-releases › accesswire › 1000564 › comparisonadviser-releases-ranking-of-top-10-u-s-financial-advisor-firms-for-2025
ComparisonAdviser Releases Ranking of Top 10 U.S. ...
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