Fidelity Advisor 529 Plan

In addition to its direct-sold 529 plans, Fidelity offers the Fidelity Advisor 529 Plan through brokers, utilizing Fidelity Series funds in its age-based and static portfolio options, and Fidelity Advisor funds in its individual fund portfolio options. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

3.5 / 5

Performance

4 / 5
  • Program type
    Savings
  • Inception
    2001
  • State agency
    State Treasurer
  • Tax deduction
  • Program Manager
    Fidelity Investments
  • Program distributor
    Fidelity Investments Institutional Services Company, Inc.

Investment Options

Investors in Fidelity Advisor 529 Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

PortfolioE.R.% Equity1YR PerformanceRank
FA 529 Portfolio 20371.2%90.2%38.82%8 of 17
FA 529 Portfolio 20391.22%94.78%40.95%N/A
FA 529 Portfolio 20220.97%23.38%10.5%25 of 27
FA 529 Portfolio 20251.03%37.17%16.08%33 of 38
FA 529 College Portfolio0.92%15.26%7.57%32 of 36
FA 529 Portfolio 20281.07%49.86%21.29%6 of 21
FA 529 Portfolio 20311.12%63.51%27.01%12 of 21
FA 529 Portfolio 20341.16%76.64%32.66%17 of 27
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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