Get The Fidelity Advisor 529 Plan

Advisory fees range from 0.2% to 1.5%. Fees depend on the type of targeted-fund strategy. The fee includes the financial advisor and specific investment strategies.

529 savings plans 529 plans are flexible, tax-advantaged accounts designed specifically for education savings. Funds can be used for qualified education expenses at schools nationwide. Before you start you will need to know the child's date of birth, social security number and what investment choices you want.

There are two types of 529 plans: direct-sold and advisor-sold. Advisor-sold plans tend to be more expensive than direct-sold and with these plans, you'll also want to consider management, maintenance and investment fees. Few investment choices.

There are two types of 529 plans: direct-sold and advisor-sold. Advisor-sold plans tend to be more expensive than direct-sold and with these plans, you'll also want to consider management, maintenance and investment fees. Few investment choices.

The Fidelity Advisor 529 Workplace Program makes saving for college easier for employees and their families—at no enrollment cost to the employer. Earn unlimited 2% cash back on every eligible net purchase2 when you redeem your Reward Points as a deposit into an eligible Fidelity-managed 529 account.

Class A units for Age-Based, Static Allocation, and Individual Fund Portfolios are sold to eligible investors with a maximum front-end sales charge of 3.50%.

All accounts include access to a phone-based team of advisors, or a dedicated advisor for investments of $500,000 or more. Separately Managed Accounts – The minimum investment amount is $100,000. Advisory fees range from 0.2% to 1.5%.

Refine Portfolio NamePortfolio #1 yr FA 529 Portfolio 2025 - Class I 3387 +9.74% FA 529 Portfolio 2028 - Class I 3388 +12.27% FA 529 Portfolio 2031 - Class I 3389 +14.52% FA 529 Portfolio 2034 - Class I 3394 +16.95%26 more rows