Online Financial Advisor Fees

blooom pricing

A traditional advisor could cost you thousands of dollars a year.
Blooom’s pricing is simple.

————
________

Start for free, then hire blooom if you’d like help!

1. Answer a few questions about your retirement to get your recommended strategy.

2. Link an account to see how your actual investments compare to your recommended strategy.

3. Make changes to your account on your own, or hire blooom to do it for you!

Start for
$0

Per year, unlimited Accounts

Get Started

_____

  • Access to Planning Tools
  • Expert Insights
  • Optimal Strategy Defined
  • Analysis of Current Investments
  • Ideal-to-Actual Comparison
  • Tips for Improvement

DIY

$45

per year

per Account

  • Personalized Portfolio
  • Placing Trades
  • Withdrawal Alerts
  • Advisor Access
  • Priority Advisor Access
Select

Standard

$120

per year

per Account

  • Personalized Portfolio
  • Placing Trades
  • Withdrawal Alerts
  • Advisor Access
  • Priority Advisor Access
Select

Unlimited

$250

per year

Unlimited Accounts*

  • Personalized Portfolio
  • Placing Trades
  • Withdrawal Alerts
  • Advisor Access
  • Priority Advisor Access**
Select

# Accounts Optimized

Supported accounts

Personalized Portfolio One
Advisor Access One
Financial Consulting Unlimited*

Personalized Portfolio

  • Research the funds in your plan
  • Pick the optimal funds for your situation
  • Minimized hidden investment fees
  • Keep your portfolio on track as your target allocation shifts
Personalized Portfolio
Advisor Access
Financial Consulting

Placing Trades

Choose to have blooom place trades on your behalf.

Personalized Portfolio
Advisor Access
Financial Consulting

Withdrawal Alerts

Receive a text message in the event we detect a withdrawal.

Personalized Portfolio
Advisor Access
Financial Consulting

Advisor Access

Ask an advisor all your financial questions. Receive a response within 2-3 business days.

Personalized Portfolio
Advisor Access
Financial Consulting

Priority Advisor Access

Live chat with an advisor about all of your financial questions.**

Personalized Portfolio
Advisor Access
Financial Consulting

Price

We never make money off the investments in your account.

Personalized Portfolio

Personalized Portfolio

$45 per year

Select
Advisor Access

Advisor Access

$120 per year

Select
Financial Consulting

Financial Consulting

$250 per year

Select

Choose pricing at checkout.

Blooom may be limited in its analysis of your current investments and only able to provide a basic comparison without additional research. In these cases, additional research does require a blooom subscription and will require blooom to access your account.

* In order to deliver a personalized retirement plan, all accounts managed in the Unlimited plan must be held by the same individual.

** During normal business hours.