FYI, eMoney platform through PlanVision is a limited version for clients. It doesn't allow Roth conversion modeling or scenarios or some other advanced features and clients need to ask the advisors to complete those features on client's behalf. In addition, access to the advisors are limited in the number of meetings and the duration of the meetings; 30-40 min. max and only a few, two/three meetings can be scheduled during the year. There's one CPA available for limited consultations on tax-planning and clients need to do most of the research and calculations on their own. PlanVision charges very low fees (<$500 first yr and way less following years) in order to run a business model with limited services. Consequently, it's suitable for DIYers with non-complex financial plans.
Hi Charles, is Fidelity Wealth Planner the same as Fidelity Retirement Planner tool? If not, how does one get access to the Wealth Planner tool at Fidelity? Do you have to be a client of Fidelity's Wealth Management or Private Wealth Management accounts to get access to the tool for free? I don't know where I can model Roth conversions in my Fidelity account.
Comments
FYI, eMoney platform through PlanVision is a limited version for clients. It doesn't allow Roth conversion modeling or scenarios or some other advanced features and clients need to ask the advisors to complete those features on client's behalf. In addition, access to the advisors are limited in the number of meetings and the duration of the meetings; 30-40 min. max and only a few, two/three meetings can be scheduled during the year. There's one CPA available for limited consultations on tax-planning and clients need to do most of the research and calculations on their own. PlanVision charges very low fees (<$500 first yr and way less following years) in order to run a business model with limited services. Consequently, it's suitable for DIYers with non-complex financial plans.
Post: Recommendations for Retirement Planning Tools
Link to comment from August 9, 2025
Hi Charles, is Fidelity Wealth Planner the same as Fidelity Retirement Planner tool? If not, how does one get access to the Wealth Planner tool at Fidelity? Do you have to be a client of Fidelity's Wealth Management or Private Wealth Management accounts to get access to the tool for free? I don't know where I can model Roth conversions in my Fidelity account.
Post: Recommendations for Retirement Planning Tools
Link to comment from August 9, 2025