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Advisory Planning Services

Get personalized advice from people you can count on. Your investment decisions are always up to you, but you may want the reassurance of one-on-one advice from financial planning experts you can trust. T. Rowe Price Advisory Planning Services is here to help.

Our Advice Depends on Your Goals

 

Saving for Retirement

You’re more than five years from retirement. How much income will you need, and how much should you save now?
                           

Transitioning to Retirement

You’ll retire in five years or less. Will your assets provide the income you need? What’s the impact of delaying retirement?

Managing Income in Retirement

You’re drawing income from your assets. How long will they last? Should you adjust your portfolio to earn greater returns?

Portfolio Evaluation

You simply want us to review your investments. Do they reflect your goals and your tolerance for risk?
 
 

Are These Services Right
for Me?

Our Advisory Planning Services are
only available for investors with
$100,000 or more in investable assets at
T. Rowe Price or elsewhere. The one time fee of $250, which may be waived or reimbursed, includes ongoing Advisory Checkups.

Don’t have $100,000 in assets? Take advantage of our complimentary guidance and tools for all investors.

Tools & Resources
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Why T. Rowe Price?
  • A proprietary advisory process
    that provides you with an appropriate
    strategy by focusing on your financial goals
    and preferences, analyzing 1,000 hypothetical future investment scenarios, and giving you one-on-one advice with unbiased insights.
  • Ongoing Advisory Checkups to help you stay on track.
  • Oversight by our expert Certified Financial PlannersTM.
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