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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!
Top answer 1 of 5
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Both Fidelity and Schwab have advisor services. With > $1M at Schwab you'd be assigned a free 'Financial Consultant' who would help with basic advising or be your gateway to whatever level of service you are looking for.
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Check if you have a “select account” or a “guided solutions” account. Guided solutions should have a 1+% fee on it called “program fee”. It gets charged monthly. Select doesn’t have an aum fee but will charge you for every trade and will put you into higher expense ratio stuff. Both are suboptimal
Help Advisor
helpadvisor.com › retirement › compare-edward-jones-vs-fidelity-investments
HelpAdvisor.com | Compare Edward Jones vs Fidelity Investments
November 7, 2023 - With a transparent price list and ... advisory team ... Edward Jones centers its services around personalized financial advice, so its fees may be a little higher than Fidelity Investments' fees....
Leaving Edward Jones...Why is Vanguard and Fidelity Always the Recommendation? - Bogleheads.org
I've just spent a couple hours reading the threads here about leaving Edward Jones. At this time I don't have any questions about how to do that. I understand that this is an index investor forum so I get why people recommend Vanguard as a destination, but the other two choices are always Fidelity ... More on bogleheads.org
Transfer from Edward Jones to Fidelity or ? - Bogleheads.org
Have a question about your personal investments? No matter how simple or complex, you can ask it here. ... I've gotten a lot of good information on this site about moving from EJ (and other high-fee advisor firms) to lower cost firms like Vanguard, Fidelity and Schwab. More on bogleheads.org
Moving from Fidelity to Edward Jones - Bogleheads.org
Have a question about your personal investments? No matter how simple or complex, you can ask it here. ... Just kidding, but I've never seen this topic come up!! Actually, I just saw the light and moved my 4 EJ accounts to Fidelity, after 12 faithful years with my good buddy edwardjonesguy. More on bogleheads.org
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25
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July 16, 2025 - Edward Jones vs Competitors: What Investors Need to Know When it comes to choosing a financial advisor, the options can feel endless. Between traditional full-service firms like Edward Jones, investment giants like Vanguard and Fidelity, and DIY apps with robo-advisors, it’s tough to know who truly puts your financial goals first.
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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 - Don't just leave the inherited IRA at Edward Jones, the fees they charge are awful. Move the IRA to a low expense provider like Vanguard or Fidelity. My own personal preference is Vanguard. "Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link: Bogleheads® investment philosophy
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Edward Jones is most highly rated for Work/life balance and Fidelity Investments is most highly rated for Compensation and benefits.
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January 14, 2025 - I discovered that Edward Jones fees were eating away at my returns. I’d wager that these fees are screwing you over just the same. Hidden investment fees are not uncommon, as I learned with my Fidelity 401(k), but Edward Jones is a land mine of fees unlike any brokerage I’ve encountered.
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Indeed
indeed.com › companies
Compare working at Fidelity Investments vs Edward Jones | Indeed.com
Fidelity Investments is most highly rated for Compensation and benefits and Edward Jones is most highly rated for Work/life balance.
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SmartAsset
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Bogleheads.org
bogleheads.org › board index › us investors › personal investments
Transfer from Edward Jones to Fidelity or ? - Bogleheads.org
April 22, 2022 - The Fidelity account will last another 8 years. It has ETFs, individual stocks and cash. What remains at Vanguard is a small IRA. Selling the investments from the EJ account will trigger LT capital gains that I don't need (that was true last night, not so sure about today since the markets are dropping 2.5% today so far), so the ability to transfer them without immediately selling is a consideration.
Bogleheads.org
bogleheads.org › board index › us investors › personal investments
Moving from Fidelity to Edward Jones - Bogleheads.org
In return, my friendly, neighborly edwardjonesguy charged me on the way out the door, $195, $195, $135, $135. Gee thanks. Thought I'd share. Everyone have a great evening. creditcardguy ... Location: U.S. ... The charges are now in the past. Now with Fidelity , please, only use their index funds. The word “index” should be in the name of the fund. The FA’s hav been fine for me, but still be aware that they too need to earn a living: Beware! Good luck and good BH investing strategy!
Talk of The Villages
talkofthevillages.com › forums › 2417825-post13.html
Talk of The Villages Florida - View Single Post - Please explain to me like I'm 12, why I should fire Fidelity, EJ, etc.
March 23, 2025 - Post 2417825 -Complete information regarding The Villages Florida. Real Estate, Golf Carts, Restaurants, Golf Courses and everything about moving to The Villages Florida
Plusfundinggroup
plusfundinggroup.com › edward-jones-vs-charles-schwab-vanguard-fidelity
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moneywise.com › investing › reviews › edward-jones
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Edward Jones
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lgl-7559ac-a-final.pdf | Edward Jones
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