A man and a woman sitting in chairs

Plan and invest with an advisor.

Get personalized advice from a dedicated Financial Consultant1 supported by a team of specialists.

  • A dedicated relationship with a Financial Consultant¹ 
  • Personalized financial plan to meet your goals 
  • Access to our full range of solutions and expertise 
  • No charge to work with your Financial Consultant²

Work together to create a plan to meet your ever-changing goals.

You and your Financial Consultant can create a financial plan that answers all sorts of questions as your life evolves, such as:

  • How can I help ensure I have enough to retire?
  • How can I plan for multiple college tuitions?
  • How can I incorporate charitable giving into my plan?

Your go-to-contact for our full range of financial services and expertise.

Your Financial Consultant can help you choose the right level of advice and service based on your goals, and connect you to specialists when you have more complex planning and financial needs, such as trust, estate, and fixed income.2 


At Schwab, there’s no cost to work with your Financial Consultant.²

There's no cost whether you're getting assistance in creating your personalized plan, or receiving tailored product recommendations and direct access to our specialists.

Pay only for the products and services you choose.

Your Financial Consultant will explain the fees that apply to the products and services recommended, and you'll pay only for the products and services you choose.

How can I get access to a Financial Consultant?

Dedicated Financial Consultants are generally made available to clients with $250,000 or more in assets at Schwab. Of course, any Schwab client can talk to an investment professional anytime. You can learn about our range of investment management solutions and we’ll work with you to determine the right solution for you.


Check the background of our firm and work histories of our Financial Consultants on FINRA's BrokerCheck