The power of financial advice
Partner with us to feel more confident about reaching your financial goals. Together, we’ll plan to secure your future.
Why consider advice at T. Rowe Price?
Our retirement expertise, at your service
Unsure how to approach retirement? Our professionals demystify the planning process by walking you through account and contribution strategies, no matter how complex.
Advice that adapts to life’s changes
Your plans evolve—we understand. Our financial professionals take an active approach to re-strategizing based on your changing goals, timing, and risk tolerance.
A dedicated relationship with your advisor
When you need more support, we offer solutions that give you access to a partner to help you achieve your goals.
A wide range of resources
In addition to the powerful proprietary tools used by our professionals, our suite of free educational resources can help you feel more confident in reaching your goals.
Our advice solutions can meet you where you are
Wherever you are in your financial journey, we've got an advice solution to help you navigate your evolving short- and long-term goals.
ActivePlus Portfolios®
- Expert-managed portfolios based on your risk tolerance and time horizon
- Annual digital check-ins with the opportunity to update your portfolio
- Licensed client specialists you can call for questions
- No additional advisory fees
- For clients with $50,000 in retirement assets
Retirement Advisory Service™
- Personalized financial plan, including a tailored portfolio strategy developed by CFP® professionals
- A retirement income strategy focused on maximizing your income
- Competitive advisory fee of 0.5%1
- For clients with $250,000 or more in household assets
Private Client Group
- Dedicated relationship with a long-tenured advisory team
- Personalized guidance for your portfolio, income, estate, and tax strategies2
- Comprehensive planning and investment solutions
- Additional advisory fees may apply
- For clients and families with $5 million or more in household assets
Not sure what level of advice is right for you? We can help.
A free consultation with a Financial Consultant can offer clarity on our advice options—and help you determine which is best suited to your goals.
Why choose T. Rowe Price to invest for your retirement?
85+
With over 85 years of experience, our solutions are time-tested.
90%+
70%
For the 10-year period ended March 31, 2025, over 70% of our mutual funds with a 10-year track record outperformed their 10-year Lipper average.4
Insights to empower your investing
Is financial advice worth paying for? Investors share their perspectives
T. Rowe Price research reveals how workers and retirees assess the value of the advice they receive from financial professionals.
Survey reveals the rising importance of financial planning at retirement
It’s important to establish a formal retirement withdrawal strategy leading into retirement.
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By subscribing, you agree to receive occasional emails about our products and services. The Privacy section of our Help Center has information about how to opt out or update your preferences. This offer is intended for persons in the United States and should not be considered a solicitation or offering or any investment products or services to investors residing outside the United States.
All investments are subjected to market risk, including the possible loss of principal. Past performance is no guarantee of future results.
Advisory services are offered by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940. T. Rowe Price Advisory Services, Inc. and T. Rowe Price Investment Services, Inc. are affiliated companies.
1The average net advisory fee for the service assumes the use of primary funds and neutral portfolio weightings. Your actual net advisory fees will vary depending on your recommended model portfolio, the specific mix of funds in your managed portfolio, and their fees and expenses. The estimated net advisory fees for the model portfolios ranged from 0.41% - 0.55% as of April 2025. You will also pay the fees and expenses of the funds held in your managed portfolio. The total cost you are expected to pay for advice, which includes the net advisory fee and the underlying fund fees and expenses, is approximately 0.9% of assets under management. For additional information on fees and expenses of the service, please read the Fees and Compensation section of the Retirement Advisory Service ADV Brochure (PDF).
2T. Rowe Price Advisory Services, Inc. and its associates do not provide tax or legal advice. We encourage you to consult your tax or legal professional for tax or legal questions specific to your situation.
3Source: Lipper Inc. 140 of 153 of our Investor Class mutual funds (excludes mutual funds not available for direct purchase) more than 6 months old had gross expense ratios below their Lipper averages based on fiscal year-end data available as of 12/31/2024.
4121 of our 301 mutual funds had a 10-year track record as of 3/31/2025 (includes Investor Class and I Class Shares). 91 of these 121 mutual funds (75%) beat their Lipper average for the 10-year period. 245 of 301 (81%), 199 of 280 (71%), and 158 of 239 (66%) of the mutual funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 3/31/2025, respectively. Calculations based on cumulative total return. Not all mutual funds outperformed for all periods. (Source for data: Lipper Inc.)
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