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
Anyone 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, 2024Is Fidelity better than Edward Jones for a managed RothIRA?
Hi there, u/PM_ME_YOUR_TIE_POSE , we appreciate your interest in investing with Fidelity. While it's ultimately up to you what types of accounts you have in your investment toolkit, I'm happy to share some insight that may be useful. Our priority is to help you reach your goals, and Fidelity offers a range of advice models that help us provide products that suit your needs. With each of these products, Fidelity aims to provide on three aspects as follows: • Relationship: Fidelity offers a dedicated advisor who can provide ongoing planning and advice • Planning: Our planning capabilities cover retirement, income planning, and investment strategies including tax-smart investing (which covers the entire advisory fee for most of our investors), and legacy/estate planning • Investing: Fidelity’s personalized investment capabilities, which include tax-smart investing, do not compare to Vanguard’s index fund wrap program You can learn more about what we offer at the link below: What We Offer You can also take advantage of our Planning & Guidance Center here. I'll mark this thread as a discussion, so you can hear from our community about their experiences with us. If you need anything else, myself and the other mods are all here to answer questions as they come up! More on reddit.com
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July 19, 2023How does Fisher Investments make money?
Fisher Investments is a fee-only advisor, which means it makes money by charging a percentage fee based on its clients’ assets.
stockanalysis.com
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
Is Fisher Investments worth the fee?
This is a matter of opinion. I personally do not think it’s worth it, but many of Fisher’s clients are more than happy to pay the fees, which are slightly higher than the industry average, to gain access to its Investment Policy Committee and other financial planning services.
stockanalysis.com
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Fisher Investments Review 2025: Is It Worth the Fees?
What do people say about Fisher Investments?
Fisher Investments has 3/5 stars on Trustpilot, which isn’t uncommon for financial advisors. However, it does have 175,000+ clients, so a lot of people are content with the level of service it provides.
stockanalysis.com
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Fisher Investments Review 2025: Is It Worth the 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 ...
SmartAsset
smartasset.com › financial-advisor › wealth-manager-vs-financial-advisor
Wealth Manager vs. Financial Advisor
2 weeks ago - Many independent financial advisor firms offer wealth management in addition to their other services. You can also find wealth management services from banks and other big financial institutions. Some of the most prominent examples are Fisher Investments, Merrill Lynch and Edward Jones.
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 ...
Unbiased
unbiased.com › discover › financial-advice › best-financial-advisor
Top Financial Advisor Firms & Companies (2025) - unbiased.com
1 month ago - 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....
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.
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 ...
Bogleheads.org
bogleheads.org › board index › us investors › personal investments
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 ...
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.
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.
NerdWallet
nerdwallet.com › financial-advisors › learn › best-financial-advisors
9 Best Financial Advisors of 2025 - NerdWallet
3 weeks ago - The best financial advisors don't earn commissions for promoting specific investments or other products, which can introduce a conflict of interest. They offer holistic, expert guidance to take the guesswork out of planning for your future goals.
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.
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.
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
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.
Unbiased
unbiased.com › discover › financial-advice › fisher-investments-financial-advisor
Fisher Investments Review [Updated September 2025] - unbiased.com
1 month ago - 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.
GOV.UK
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Current list of deliberate tax defaulters - GOV.UK
November 20, 2025 - We use some essential cookies to make this website work · We’d like to set additional cookies to understand how you use GOV.UK, remember your settings and improve government services
SmartAsset
smartasset.com › home › top financial advisors - us › missouri › edward jones review
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.
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