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
unbiased.com › discover › financial-advice › fisher-investments-vs-edward-jones
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 ...
Indeed
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.
Onedayinjuly
onedayinjuly.com › vs-other-firms
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 ...
Bogleheads.org
bogleheads.org › board index › us investors › personal investments
E. Jones/Vanguard and now Fisher Investments - Bogleheads.org
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 ...
Reddit
reddit.com › r/investing › anyone using fisher investments and feel like it's worth it?
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!
Moomoo
brokerage-review.com › wealth-management › vs › fisher-investments-vs-edward-jones.aspx
Edward Jones vs Fisher Investments (2025)
Edward Jones vs Fisher Investments: which mwealth management firm is better? Compare (Roth) IRA accounts, online trading fees.
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 ...
Glassdoor
glassdoor.com › Compare › Edward-Jones-vs-Fisher-Investments-EI_IE3161-E38954.htm
Compare Working at Edward Jones vs Fisher Investments | Glassdoor
Fisher Investments scored higher in 2 areas: Career Opportunities and Compensation & Benefits. ... Edward Jones employees rated their Overall Rating 0.4 higher than Fisher Investments employees rated theirs.
Talking Real Money
talkingrealmoney.com › compare
Compare — Talking Real Money - Investing Talk
The fee shown are the maximum fees for any investment program as noted in each firm’s Form ADV, Part 2 as filed with the US Securities and Exchange Commission (SEC) at adviserinfo.sec.gov.
Clark Howard
community.clark.com › t › financial-advisor › 5446
Financial Advisor - Clark Howard Community
I’m 71 and I have my money with Edward Jones. After 3 years my investments are about where I originally opened my account. Now I’m thinking on moving to Fisher Investments. Any advice on my planned move would be greatly …
Published June 8, 2024
YouTube
youtube.com › vixindexvixstock
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 › t › investment-decision › 5645
Investment decision - Clark Howard Community
May 24, 2024 - Well I transferred from Edward Jones to Fisher Investments. Good or bad decision? Hopefully good decision
SmartAsset
smartasset.com › financial-advisor › financial-advisor-firms
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.
Owler
owler.com › company › fisherinvestments › competitors
Fisher Investments Competitors and Alternatives - Owler
The top 10 competitors average 16.1B. Fisher Investments has 5,500 employees and is ranked 5th among it's top 10 competitors. The top 10 competitors average 30,506. Edward Jones is Fisher Investments's biggest rival.
Edward Jones
edwardjones.com › us-en › financial-advisor › kevin-r-fisher
Kevin R Fisher, Financial Advisor | Edward Jones
Kevin R Fisher is an Edward Jones Financial Advisor serving Portland, OR. Get the personal financial advice you need to achieve your goals.
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 - One of the more significant—but often overlooked—differences between large investment firms and independent advisory firms is access to alternative investments. Firms like Edward Jones typically offer a curated menu of pre-approved investment products such as mutual funds, ETFs, and annuities.
ComparisonAdviser
comparisonadviser.com › home › financial advisors › top 10 financial advisor firms in the u.s.
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.
SEC IAPD
adviserinfo.sec.gov › individual › summary › 6809143
Cody Austin Fisher - Investment Adviser at EDWARD JONES
IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators
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.
SmartAsset
smartasset.com › home › top financial advisors - us › missouri › edward jones review
Edward Jones Review | SmartAsset.com
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