Advisory Planning Services: Goal Based Solutions - T. Rowe Price
Our Service Begins With Understanding Your Needs

After examining your Client Profile and reviewing it with you by phone, we’ll provide a personalized Recommendation to help you create your specific goals for building a nest egg, generating income, managing risk, conserving assets, and so on.

Our Advisory Planning Services are only available for investors with $250,000 or more in investable assets at T. Rowe Price or elsewhere. We invite all other investors to take full advantage of our complimentary education services.

The one-time fee for this service is $250. Please note that the fee will be waived for those with $500,000 or more in assets with T. Rowe Price or reimbursed for investors bringing at least $250,000 in new assets to T. Rowe Price, including rollovers,


Advisory Planning 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 and T. Rowe Price Investment Services are affiliated companies.