529 PLANS
Gregory P. Fong - Financial Professional
GOLD Financial Professional
Gregory P. Fong
CFP®, ChFC®Contact Info:
Registered Principal offering securities through SagePoint Financial, Inc., Member FINRA & SIPC. Investment advisory services offered through Planned Wealth Consultants, a registered investment advisor not affiliated with SagePoint Financial, Inc. Fixed and/or Traditional Insurance Services offered through GPF Insurance Services (GPFIS). GPFIS is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. CA Insurance Lic. 0829133.
Financial Professionals
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | Kansas | Learning Quest 529 Education Savings Program (Direct-sold) |
| 3 | Utah | my529 |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | Alaska | T. Rowe Price College Savings Plan |
| 2 | Alaska | University of Alaska College Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 2 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | California | ScholarShare 529 |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | New York | New York's 529 College Savings Program -- Direct Plan |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 4 | Alaska | T. Rowe Price College Savings Plan |
