swap_horiz WealthPath Alternatives

1

HonestDollar (acquired by Charles Schwab)

HonestDollar was a robo-advisor acquired by Charles Schwab. While it was initially a standalone platform, it has been in...

Low Cost Simple Interface Discontinued Automated Investing

6.5 Fair

2

James

James is a robo-advisor that aims to provide tax-efficient investing at a low cost. It offers automated investing, tax-l...

Low Cost Financial Planning Tax Loss Harvesting Automated Investing

6.3 Fair

3

Robo-Advise

Robo-Advise is a smaller robo-advisor offering basic portfolio management services. The advisory fee is 0.50% of assets...

Low Cost Simple Interface Limited Features Automated Investing

5.5 Average

4

FutureAdvisor

FutureAdvisor provides automated portfolio management and tax-loss harvesting. Families benefit from a hands-off investm...

Portfolio Management Financial Planning Tax Loss Harvesting Automated Investing

6.2 Fair

5

Nutmeg

Nutmeg is a UK-based robo-advisor that has expanded internationally. Families can benefit from socially responsible inve...

UK Based Automated Investing Personalized Advice Automated Rebalancing

5.2 Average

6

Schwab Intelligent Portfolios

Schwab Intelligent Portfolios is a robo-advisor service from Charles Schwab that stands out for its lack of advisory fee...

Low Cost Tax Planning Tax Loss Harvesting Institutional Grade

9.5 Brilliant

7

SoFi Automated Investing

SoFi Automated Investing is part of the broader SoFi ecosystem, making it a fantastic choice for users who want to manag...

All In One Beginner Friendly Mobile First Low Cost

8.5 Very Good

8

Betterment 401(k)

Betterment's 401(k) offers a robo-advisor approach to retirement savings. It automatically builds and manages a diversif...

Low Cost Robo Advisor Automated Investing Diversified Portfolios

8.4 Very Good

9

Honest Wealth

Honest Wealth provides fee-only financial planning and investment management services. Families benefit from comprehensi...

Transparent Pricing Financial Planning Tax Planning Automated Investing

6.5 Fair

10

Stocklight

Stocklight offers a unique approach to portfolio construction, allowing users to build and manage custom portfolios with...

Low Cost Customizable Portfolios Fractional Shares Portfolio Optimization

6.0 Fair

11

Vanguard Dividend Growth ETF

Vanguard Dividend Growth ETF (VIG) is an exchange-traded fund that invests in large-cap U.S. stocks with a history of pa...

Low Fee Tax Efficient Large Cap Dividend Yield

9.8 Brilliant

12

Open Path Collective

Open Path Collective is a non-profit network of mental health professionals dedicated to providing affordable, in-office...

Low Cost Non Profit Sliding Scale In Depth Therapy

9.8 Brilliant

13

Vanguard Personal Advisor

Vanguard Personal Advisor combines low-cost index fund investing with access to human financial advisors. It is designed...

Low Cost Wealth Management Long Term Investing Fiduciary

9.8 Brilliant

14

Fidelity Spartan 500 Index Fund (FXSTX)

The Fidelity Spartan 500 Index Fund (FXSTX) is a low-cost, tax-efficient fund that mirrors the S&P 500 index. It has an...

Beginner Friendly Low Fee Tax Efficient Diversified

9.7 Brilliant

15

Schwab Dividend Equity ETF

Schwab Dividend Equity ETF (SCHD) is a low-cost ETF that tracks the S&P 500 Dividend Aristocrats Index. It includes comp...

Low Fee Tax Efficient Large Cap Dividend Yield

9.6 Brilliant

16

Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)

VTSAX offers exposure to the entire U.S. stock market, tracking the CRSP US Total Market Index. Its extremely low expens...

Low Cost Broad Market Diversification Index Fund

9.6 Brilliant

17

Schwab Fundamental Indexes 500 ETF (SCHX)

The Schwab Fundamental Indexes 500 ETF (SCHX) is a low-cost ETF that tracks the Fundamental Indexes 500, which weights c...

Beginner Friendly Low Fee Tax Efficient Diversified

9.5 Brilliant

18

Vanguard Total Stock Market Index Fund ETF (VTI)

VTI provides exposure to the entire U.S. stock market, encompassing large, mid, and small-cap companies. With an incredi...

Low Cost High Liquidity Diversification Low Expense Ratio

9.5 Brilliant

19

Fidelity Dividend ETF

Fidelity Dividend ETF (FDIV) is a diversified fund that invests in large-cap U.S. stocks with a history of paying divide...

Low Fee Tax Efficient Large Cap Dividend Yield

9.4 Excellent

20

Fidelity 500 Index Fund (FXAIX)

FXAIX mirrors the performance of the S&P 500 Index, representing the 500 largest publicly traded companies in the U.S....

Beginner Friendly Low Fee Long Term Institutional

9.4 Excellent