Frequently Asked Questions

Service Basics

Is there an investment minimum to get started?

Yes – you can receive a Financial Plan with just $250,000 in qualifying T. Rowe Price accounts or new investable assets.

T. Rowe Price account types that qualify:

  • Individual or joint accounts

  • Brokerage accounts

  • Traditional, Roth, or Rollover IRAs

  • Revocable Trust accounts

  • Traditional or Roth inherited IRAs

  • Transfer on Death (TOD) accounts

The following account types don’t qualify or count toward the minimum. However, you can include them in your Financial Plan to provide us with a more complete view of your financial situation.

  • SEP IRA and SIMPLE IRA accounts

  • Workplace Retirement Accounts (e.g., 401(k), 403(b) accounts)

  • Education Savings Plan Accounts

  • Not sure if you qualify for this service or which accounts are eligible? We can help. Call 1-877-301-9767.

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