Wealth management for the life you want

Betterment Premium gives you exclusive benefits and access to a team of financial advisors when you want at just a fraction of the cost of a traditional advisor.
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Covering every part of your big picture.

Exclusive benefits for Premium members.

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    +0.25% Cash Reserve rate boost

    Earn a higher APY on all your cash savings to help your money grow faster.
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    Solo 401(k) for the self-employed

    Take advantage of a flexible retirement plan with high contribution limits and valuable benefits.
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    U.S.-focused portfolio

    Invest in a portfolio of U.S.-based stocks and bonds, designed by experts and offered alongside our other portfolios.
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    Tax-saving tools and expert insights

    Get personalized advice on using tax strategies to support your goals, plus a quarterly market commentary newsletter.
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    Priority customer support

    Enjoy faster responses with priority access to our customer support team.
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    20% off estate planning with Trust & Will

    Ensure your wishes are honored and loved ones protected with an exclusive discount on estate planning services.

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Money can be complex. Managing it shouldn’t be.

Whatever your goals or financial situation, we're here to help. Our advisors will assess your wealth, create a tailored plan, and provide guidance to help you achieve what matters most.

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    A financial roadmap designed just for you

    Your CERTIFIED FINANCIAL PLANNER® starts by understanding your goals, assesses your finances, and creates a personalized plan to meet your needs.
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    Fiduciary advice you can trust

    Every CFP® advising you is legally bound to put your interests first, so you can feel secure working together.
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    Ongoing guidance when you want it

    Whether you're changing jobs, getting married, or buying a home, our advisors are here with guidance for all of life's moments.
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Working with the advisors has always been helpful when I need answers to questions or to work things through. They have helped set me up with a solid plan that helps me feel like my financial life is in order."
Craig E. 
"I am no longer using my accounts with Vanguard, and Acorns because of the ease and overall confidence I have with Betterment."
James M.
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.

Exclusive benefits at an inclusive price.

Access an advisor when you want along with Premium benefits for a 0.65% advisory fee—a fraction of what traditional financial advisors cost.

$100K minimum investment balance

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95% of customers say they are happy with their advisor experience.


Based on internal data from 2023 - 2024

Meet your Premium CFP® advisors:

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    Corbin Blackwell

    CFP®
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    Nick Holeman

    CFP®, MSBA, EA, CDAA
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    Kyle McBrien

    CFP®
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    Sara Kalsman

    CFP®
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    Mario Najera

    ChFC®, CFP® 
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    Andy Perkins

    CFP®
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    Erica Grundza

    CFP®
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    Sam Beauvais

    CFP®

Explore key insights from our team.

Frequently asked questions:

Ready to do more with your money?

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