Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Fidelity Go discloses a whole-balance breakpoint schedule starting at No advisory fee in its Form ADV Part 2A Brochure (March 30, 2026). Converted to dollars, that runs $1,750 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Robinhood Strategies Fees (2026), Rockefeller Capital Management Fees (2026) and Sand Hill Global Advisors Fees (2026).
The published numbers
From the Form ADV Part 2A Brochure (March 30, 2026): “Average Daily Assets* Advisory Fee Account balances of less than $25,000 No advisory fee Account balances of $25,000 and above 0.35% annually”
Note: CRD 104555 independently re-verified ACTIVE/isSECRegistered=Y, SEC-approved since 8/11/1977; the legal entity is Strategic Advisers LLC, an indirect subsidiary of FMR LLC, doing business through its Fidelity Go program-specific brochure. The brochure separately notes it can negotiate the advisory fee for certain accounts, but the standard published schedule is the flat 0.35% rate shown here.
- Account balances of less than $25,000: No advisory fee
- Account balances of $25,000 and above: 0.35% annually
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $875 | 0.35% |
| $500,000 | $1,750 | 0.35% |
| $1,000,000 | $3,500 | 0.35% |
| $2,000,000 | $7,000 | 0.35% |
The brochure states this 0.35% rate applies to the entirety of the account balance once assets reach $25,000, rather than only to the portion above that line, so each benchmark balance here, all above $25,000, is charged 0.35% of its full value.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Fidelity Go’s own published rate runs $1,750 a year.
Comparing Fidelity Go against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
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Compare the services and the full fee before deciding whether to hire anyone.
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Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
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Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
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The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
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Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A Brochure (March 30, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032885
- SEC Investment Adviser Public Disclosure, Strategic Advisers LLC (CRD #104555): https://adviserinfo.sec.gov/firm/summary/104555
- Strategic Advisers LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/104555/PDF/104555.pdf
Methodology. This page was built September 28, 2026, drawing on Fidelity Go’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Weighing whether to move ahead? Read the full Fidelity Go review.
Is Fidelity Go a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Fidelity Go’s minimum investment, straight from its own Form ADV Part 2A brochure.