FIrefly AUTO-Advisor

0.55%

Percent of Assets Under Management
  • Balanced Asset Allocation
  • Traditional IRA, Roth IRA,
    or Brokerage Accounts
  • Risk-Selected Portfolios
  • Auto Rebalancing
  • Online Account Access
  • World-Class Customer Service
  • Low Account Minimum
  • Get Started

FIrefly Advisor

0.7%

Percent of Assets Under Management
  • Balanced Asset Allocation
  • IRA, Brokerage Account, SIMPLE, SEP, Trust, 529 plan, 401(k)
    ...and more!
  • Custom Portfolios
  • Auto Rebalancing
  • Online Account Access
  • World-Class Customer Service
  • World-Class Customer Service
  • Talk to an advisor

Advisor Pro+

1.0%

Percent of Assets Under Management
  • Custom Asset Allocation
  • IRA, Brokerage Account, SIMPLE, SEP, Trust, 529 plan, 401(k)
    ...and more!
  • Custom Portfolios
  • Tax Advantaged & Auto Rebalancing
  • Financial Planning Services
  • Socially Responsible Investment Options
  • Online Account Access
  • World-Class Customer Service
  • + access to our entire suite of services
  • Talk to an advisor