What we offer

Check out our comprehensive financial and investment management services.

Investment management

Personalized investment portfolios built with data-driven concepts, managed actively with economic conditions in mind.

Financial planning

Customized plans, expert setup, and ongoing education to meet all of your financial goals.

Financial education

Courses, webinars, and trainings to take control of your finances and DIY your investments. Coming soon.

Schedule an introductory call with us to review your finances, your investment portfolio, discuss your goals, and get concrete advice, all free of cost and with no sales pressure.

Schedule Free Consultation

Our pricing plans

Self-Managed Investing

$9 monthly fee* minimum

Expert setup & ongoing education and guidance

  • Two client-requested meetings per year

  • No account minimum

  • One account custodian

  • Free checking and high-yield savings account included

  • Very low cost – around 30-40 bps regardless of account size

  • Non-discretionary investment management

  • Smartphone app for iPhone & Android

  • Financial planning extra

Advisor-Managed Investing

$29 monthly fee minimum

Expert setup & ongoing education and management of funds using models

  • Four client-requested meetings per year

  • No account minimum

  • More standard fee schedule

  • Discretionary

  • Financial planning included

Advisor-Managed Investing +

Price varies

Expert setup & ongoing education and management of funds – custom portfolio

  • Six client-requested meetings per year

  • $100k account minimum

  • Premium fee schedule

  • Discretionary

  • Financial planning included

Financial Plan Only

$99 one-time onboarding fee plus $29 monthly subscription fee

Expert assistance implementing plan recommendations

  • No obligation to be an investment client but can transition to a combined plan at any time to save

  • Plan online for as long as subscriber

This pricing and service information is presented for educational purposes only and is not intended as a solicitation to do business with nVest Advisors, LLC. Our services are available only in states and territories of the United States of America where nVest Advisors, LLC is registered to do business. These service comparisons are a factual representation of services offered but additional limitations, exclusions, and restrictions may apply. All clients are required to sign a Client Service Agreement prior to conducting any business with us. Please reference your Client Service Agreement for full details of prices and services provided. Additional information on our products and services may also be obtained from our Form ADV Part 2A and Form CRS public disclosure documents.