Vanguard Extends Financial Planning Services to More Investors

Vanguard announced it is extending its enhanced services previously available to investors with $250,000 or more invested at Vanguard to Vanguard shareholders who invest at least $100,000 in the firm’s no-load, low-cost mutual funds.

Vanguard’s enhanced services now feature three tiers based on a shareholder’s total assets in Vanguard investments: Voyager ($100,000–$500,000), Voyager Select ($500,000–$1,000,000), and Flagship (more than $1,000,000). According to the announcement, a financial plan with a Certified Financial Planner (CFP) costs $250 under the Voyager program and is complimentary for Voyager Select and Flagship investors.

Flagship investors also are provided with a free CFP consultation anytime. Flagship shareholders will also be permitted to open new accounts and make additional purchases of five previously closed funds, including Vanguard Explorer Fund, Vanguard PRIMECAP Fund, Vanguard Capital Opportunity Fund, Vanguard Health Care Fund, and Vanguard Precious Metals and Mining Fund, the announcement said.

Other services provided, based on level of investments, include discounted online commissions and access to a VanguardAdvantage account.

The membership levels are based on total household assets invested in Vanguard funds and ETFs, 529 plans, small-business plans, employer-sponsored retirement plans, and annuities held through Vanguard.

More information is available at, or by calling 800-662-7447.