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Bogleheads.org
bogleheads.org › board index › us investors › personal investments
Leaving Edward Jones...Why is Vanguard and Fidelity Always the Recommendation? - Bogleheads.org
January 26, 2018 - It's usually Vanguard, Fidelity and Schwab in that order. The reason? Low fees and expenses for their index funds Vanguard has many value and growth funds that have competitive ERs for their class Generally these firms do not nickle and dime you on account maintenance fees (like an Edward Jones)
People also ask

How much does a financial advisor cost?
Financial advisor costs can vary quite a bit from one advisor to the next. Some advisors charge a fee based on the level of assets under management, while others charge a flat rate or by the hour. In general, 1% is a good threshold to keep in mind when considering financial advisor costs. If you’re paying more than that, make sure you’re getting plenty of value-added services in return for your outlay.
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bankrate.com
bankrate.com › investing › financial advisors
Best Financial Advisors: Top Firms For 2025 | Bankrate
What is the difference between a financial planner and a financial advisor?
It can be hard to tell the difference between a financial planner and a financial advisor, and the two terms are often used interchangeably. However, their titles provide a clue to their different areas of focus. Financial advisors typically focus on helping clients manage their portfolios and invest towards goals such as saving for retirement. A financial planner (often a CFP, or certified financial planner) is more likely to help with your overall financial picture (sometimes including investment management) and assist with things such as budgeting or developing a comprehensive financial pla
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bankrate.com
bankrate.com › investing › financial advisors
Best Financial Advisors: Top Firms For 2025 | Bankrate
What does a financial advisor do?
Financial advisors help clients with various aspects of their financial lives. Not all financial advisors offer the same services, but many assist with financial goals such as budgeting, retirement planning, investment management, taxes, insurance and estate planning. Learn more about what financial advisors do and when to hire one.
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bankrate.com
bankrate.com › investing › financial advisors
Best Financial Advisors: Top Firms For 2025 | Bankrate
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Unbiased
unbiased.com › discover › financial-advice › alternatives-to-edward-jones
5 Top Edward Jones Alternatives & Competitors - unbiased.com
August 6, 2025 - Edward Jones charges advisory fees ranging from 0.5% to 1.35%, placing it in the mid-to-high range compared to other major firms. While some competitors offer lower entry points or flat robo-advisory fees, others may charge more for high-touch ...
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25
25financial.com › home › finance › edward jones vs competitors: what investors need to know
Edward Jones vs Competitors: What Investors Need to Know - 25 Financial
July 16, 2025 - While Edward Jones is beloved by some for its hometown feel and personal touch, critics point to its fee-based structure and reliance on proprietary products, which may come with higher fees and expense ratios. According to many reviews, Edward Jones charges more than some of its competitors while offering fewer tools for tech-savvy investors and limited access to diversified strategies.
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Impersonal Finances
impersonalfinances.com › home › investing › you’re probably getting screwed by edward jones fees
You’re Probably Getting Screwed By Edward Jones Fees - Impersonal Finances
January 14, 2025 - Hey Doug–that’s great to hear! My big issue with my Edward Jones experience is that I wasn’t made aware of any of these fees upfront. Maybe it’s not their responsibility to educate me as a novice investor, but I felt taken advantage of when comparing their fee structure to competitors.
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Alphabridge
alphabridge.co › home › edward jones’ growth strategy to $2t in aum
Edward Jones’ Growth Strategy to $2T in AUM - Alphabridge
May 12, 2025 - Its conservative business model (fee revenue from AUM, commissions on traditional products, etc.) has produced solid margins and kept the firm profitable even when some competitors struggled.
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Jared Dillian Money
jareddillianmoney.com › weekly › edward-jones-is-better-than-vanguard
Edward Jones Is Better Than Vanguard | Jared Dillian Money
October 24, 2024 - And yet, in spite of all that, Edward Jones does more good in the world than Vanguard. A lot of people look at this and say, “Hey, Edward Jones has really high fees, and fees are bad for investors, so Edward Jones preys upon the unsophisticated when it could just go to Vanguard and assemble a portfolio for practically free.”
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HelpAdvisor
helpadvisor.com › home › retirement › compare edward jones vs fidelity investments
Compare Edward Jones vs Fidelity Investments | HelpAdvisor.com
November 7, 2023 - Cash management with no account ... team ... Edward Jones centers its services around personalized financial advice, so its fees may be a little higher than Fidelity Investments' fees....
Find elsewhere
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Unbiased
unbiased.com › discover › financial-advice › edward-jones-vs-merrill-lynch
Edward Jones vs. Merrill Lynch: Key Differences, Fees & Advisor Services Explained - unbiased.com
July 3, 2025 - Edward Jones is better suited to clients who prioritize in-person support and are comfortable with higher fees. Merrill Lynch appeals to cost-conscious investors looking for flexibility. ... Edward Jones is investing heavily in digital tools, including its proprietary “Financial Foundation” platform, but still lags behind its competitors in terms of technology.
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Bankrate
bankrate.com › investing › financial advisors
Best Financial Advisors: Top Firms For 2025 | Bankrate
Fees: Maximum advisory fee of 1.45%; other fees may apply · Edward Jones offers a traditional financial advisory experience, but with lower fees than you'll find at some other well-known firms. You can get started with a mutual fund and ETF-only portfolio for an investment minimum of $5,000, ...
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Unbiased
unbiased.com › discover › financial-advice › fisher-investments-vs-edward-jones
Fisher Investments vs Edward Jones | Unbiased - unbiased.com
August 6, 2025 - They charge a fee as a percentage of assets under management (AUM), with smaller portfolios paying higher fee percentages. In contrast, Edward Jones often operates on a commission-based model for certain transactions, such as buying or selling ...
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StockAnalysis
stockanalysis.com › home › articles › edward jones review: what to know when choosing a financial advisor
Edward Jones Review 2025: Pros, Cons, Fees, & More
February 18, 2025 - One advisor calculated that clients who had moved from Edward Jones to his firm were paying, on average, 2.37% in fees per year before switching — more than double what most independent advisors charge.
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Edward Jones
edwardjones.com › us-en › working-financial-advisor › fees
Financial Advisor Costs & Fees | Edward Jones
Financial advisor costs and fees depend on the type of Edward Jones account you open. Understanding your costs and fees is an integral part of your partnership with us.
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Edward Jones
edwardjones.ca › ca-en › working-financial-advisor › fees
Fees and account types | Edward Jones
It's also important that you understand the costs and fees of our services and how you will pay for services within each solution, including whether you will pay when a trade is placed (commissions) or pay a percentage of your assets annually (fee-based). Edward Jones offers other account types which are subject to limited availability in addition to those shown.
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Moneywise
moneywise.com › investing › reviews › edward-jones
Edward Jones Review: Are You Getting a Fiduciary for the Fees?
September 25, 2024 - Paying fees in percentages will eat into your retirement delaying the day when you can walk away financially free. You don't need to pay nearly $100,000 to Edward Jones when you can get the same, if not better, returns for much less with smaller fees or flat monthly rate costs.
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Edward Jones
edwardjones.com › sites › default › files › acquiadam › 2020-09 › brokerage-schedule-of-fees.pdf pdf
Schedule of Fees Page 1 of 2 CASH MANAGEMENT SOLUTIONS FEES NO ANNUAL FEE
5 Beginning May 1, 2019, at the time of total transfer of an account we will waive the transfer out fee for accounts that meet the following criteria: (1) the · account must be open for at least 24 months prior to the date of transfer out; and (2) the account’s pricing group must have a total value of $5,000 or · less in assets under care for the month immediately preceding the date of transfer out (determined by the relevant Edward Jones account statement(s)).
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Reddit
reddit.com › r/financialplanning › edward jones vs. fidelity or schwab
r/FinancialPlanning on Reddit: Edward Jones vs. Fidelity or Schwab
April 18, 2024 -

We currently have 1.25m with Edward Jones in a variety of funds, bonds, and HYSA.

The reporting we see from the website makes it difficult to identify our true cost, as a couple of our accounts with several hundred thousand say zero fees. We trust our advisor but she sent a report saying our total fees & commissions were $1200 for the year. This can't be right.

We have historically trusted the advisor, but if we only have $1200 in fees, something doesn't add up, especially since most say EJ fees are much higher than others.

It may be time to move on but we don't feel savvy investing on our own. I've read that Fidelity and Schwab have fewer fees and we're thinking about moving, but also scared to lose the stability of a personal advisor.

We'd love your advice!

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SuperMoney
supermoney.com › edward-jones-vs-vanguard
Edward Jones vs. Vanguard 2025 Comparison - SuperMoney
September 12, 2024 - Many argue that Edward Jones’s biggest competitors are Vanguard, Fidelity Investments, and Charles Schwab. When it comes to cost and business model, there are few better than Vanguard.
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Edward Jones
edwardjones.com › sites › default › files › acquiadam › 2020-09 › understanding-how-ej-fas-ccompensated-for-financial-services.pdf pdf
PAGE 1 OF 4 LGL-8263P-A-A
When we do business with you, the firm and our financial advisors benefit from fees, commissions and other · payments from you and our investment providers. These financial incentives may create a conflict between · Edward Jones’ interest, your financial advisor’s interest, and your own.
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AInvest
ainvest.com › chat › share › edward-jones-vs-fidelity-managed-account-pros-and-cons-investments-and-return-da529a
Edward Jones vs Fidelity managed account? Pros and cons, investments and return | AIME by AInvest
June 5, 2025 - Get AI-powered stock analysis, real-time market news & predictive tools for smarter trades. Follow expert picks, track trends & achieve goals. Start free with AInvest!