Wealthfront Review

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Wealthfront Review

Automation-first investing with planning (“Path”), tax tools, and low fees.

Rating: 4.6/5

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Quick Facts

  • Advisory fee: 0.25% annually
  • Account minimum: $500
  • Tax tools: Tax-loss harvesting; advanced options at higher balances
  • Best for: Hands-off investors who want automation + strong planning

At a Glance

  • Diversified ETF portfolios with automatic rebalancing
  • “Path” planning for retirement, college, home purchase, cash-flow
  • Daily tax-loss harvesting on taxable accounts
  • Optional portfolio customization with themed/sector ETFs

Pros & Cons

Pros

  • Low, transparent 0.25% advisory fee
  • Excellent planning via Path
  • Tax-loss harvesting on taxable accounts
  • Portfolio customization

Cons

  • No ongoing human advisor access
  • ETF expense ratios still apply
  • Advanced tax features need higher balances

How Wealthfront Works

After a brief questionnaire, Wealthfront builds a diversified ETF portfolio and automates rebalancing, dividend reinvestment, and tax-loss harvesting (for taxable accounts). The Path planner models savings, goals, and “what-if” scenarios.

Pricing

PlanAdvisory FeeMinimumWhat You Get
Standard 0.25% annually $500 Automated portfolios, rebalancing, tax-loss harvesting, Path planning

ETF expense ratios apply. Fees/features may change; check Wealthfront’s official pricing page.

Who It’s Best For

  • Hands-off investors
  • Goal planners who want projections
  • Taxable investors seeking TLH

Alternatives

Go to Wealthfront