Automated investing with a price clients can see.
Wealthfront provides automated portfolios, tax management, direct indexing, planning, and cash tools for US investors at a published 0.25% annual advisory fee.
Selection rationale
Why it was selected
Automated wealth management should make both its fee and its claimed value inspectable. Wealthfront publishes one core advisory price and a detailed method for estimating the benefit of its tax-loss harvesting work.
A 2025 filing reported $80.2 billion in platform assets and 1.212 million funded clients as of January 31, 2025. Wealthfront estimated $161 million in client tax savings during 2025 and said the estimated benefit exceeded advisory fees for nearly 95% of clients who had used tax-loss harvesting for at least one year.Wealthfront SEC registration filingWealthfront 2025 tax results
The panel selected Wealthfront because it connects a clear fee with a published calculation of after-tax value. Those tax figures are Wealthfront estimates, not audited tax-return results, and no tax benefit or investment return is guaranteed.Wealthfront pricing and disclosures
Publishes annual tax-work estimates and the method used to calculate them.
Managed $80.2 billion in platform assets for 1.212 million funded clients.
Prices automated advisory service at a published 0.25% annual fee.