Fidelity Investments

Name: Fidelity Investments
Address: 109, University Avenue, Westwood, MA, 02090, westwood, KY, US
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Westwood, Kentucky

📍 109, University Avenue, Westwood, MA, 02090, Westwood, Kentucky

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📍 109, University Avenue, Westwood, MA, 02090, Westwood, Kentucky

About Fidelity Investments

Fidelity Investments is a financial advisor located in Westwood, Kentucky. As a local financial advisor, they serve Westwood and surrounding communities in Kentucky. Contact them through ProHorizon for a free quote.

Financial professionals in Westwood should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Kentucky securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Westwood

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Westwood may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Westwood

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Westwood?

Financial Advisors in Westwood typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Westwood?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 0 financial advisors in Westwood to choose from.

Does Fidelity Investments offer free quotes?

Contact Fidelity Investments directly to ask about free estimates. You can also request a quote through ProHorizon.