Guides › Financial Advisor Fees
Updated September 17, 2026. Quick answer: Edward Jones discloses a tiered schedule starting at 1.40% in its Edward Jones Guided Solutions Flex Account Schedule of Fees (February 2025 (REV. FEB 2025, document IAS-10455O-A-FS)). Converted to dollars, that runs $6,875 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: Horace Mann Investors Fees (2026), Huntington Private Bank Fees (2026) and IEQ Capital Fees (2026).
The published numbers
From the Edward Jones Guided Solutions Flex Account Schedule of Fees (February 2025 (REV. FEB 2025, document IAS-10455O-A-FS)): “The Guided Solutions Flex Fee is comprised of the Program Fee and the Platform Fee, net of any applicable fee reduction or fee offset. The Program Fee is assessed beginning at an annual fee rate of 1.35%, payable monthly in arrears: First $250,000, 1.35%; Next $250,000, 1.30%; Next $500,000, 1.20%; Next $1,500,000, 1.00%; Next $2,500,000, 0.80%; Next $5,000,000, 0.60%; Over $10,000,000, 0.50%. A Platform Fee is charged on accounts enrolled in Guided Solutions Flex. This fee is in addition to the Program Fee. The Platform Fee is assessed beginning at an annual fee rate of 0.05%, payable monthly in arrears.”
- First $250,000 (Program Fee 1.35% + Platform Fee 0.05%): 1.40%
- Next $250,000 (1.30% + 0.05%): 1.35%
- Next $500,000 (1.20% + 0.04%): 1.24%
- Next $1,500,000 (1.00% + 0.03%): 1.03%
- Next $2,500,000 (0.80% + 0.02%): 0.82%
- Next $5,000,000 (0.60% + 0.01%): 0.61%
- Over $10,000,000 (0.50% + 0.00%): 0.50%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,500 | 1.40% |
| $500,000 | $6,875 | 1.38% |
| $1,000,000 | $13,075 | 1.31% |
| $2,000,000 | $23,375 | 1.17% |
Edward Jones’s Guided Solutions Flex Fee is a marginal (tiered) schedule: each bracket’s combined rate (Program Fee plus Platform Fee) applies only to the slice of assets inside that bracket, like a tax bracket, not the whole balance. Arithmetic: $250,000 pays 1.40% on the whole amount ($3,500, since it fits entirely in the first bracket); $500,000 pays $3,500 plus 1.35% on the next $250,000 ($3,375) for $6,875; $1,000,000 pays $6,875 plus 1.24% on the next $500,000 ($6,200) for $13,075; $2,000,000 pays $13,075 plus 1.03% on the next $1,000,000 ($10,300, since $2,000,000 still falls inside the $1,000,000-to-$2,500,000 bracket) for $23,375. Edward Jones also offers a separate, generally non-discretionary brokerage-style program (Guided Solutions Fund, mutual-fund-only) that carries the identical rate table; this page uses the broader Guided Solutions Flex version, which covers stocks, bonds, ETFs and mutual funds.
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, Edward Jones’s own published rate runs $6,875 a year. Run it at your own balance, and against the other 38 firms we have priced, in the firm fee calculator.
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- Edward Jones Guided Solutions Flex Account Schedule of Fees (February 2025 (REV. FEB 2025, document IAS-10455O-A-FS)): https://www.edwardjones.com/us-en/disclosures
- SEC Investment Adviser Public Disclosure, Edward D. Jones & Co., L.P. (CRD #250): https://adviserinfo.sec.gov/firm/summary/250
- Edward D. Jones & Co., L.P., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/250/PDF/250.pdf
Methodology. This page was built September 17, 2026, drawing on Edward Jones’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.
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