Fidelity Advisor 529 Plan
The Fidelity Advisor 529 Plan is a 529 plan available in New Hampshire that provides families with a comprehensive approach to saving for higher education expenses. One unique aspect of this plan is its affiliation with Fidelity Investments, a well-known financial services company that offers a wide range of investment options. The plan offers various investment options, including age-based portfolios and individual fund options, giving account holders the flexibility to customize their investment strategy. It provides tax advantages, such as tax-free growth and tax-free withdrawals for qualified education expenses. New Hampshire residents may also be eligible for a state income tax deduction for contributions made to the plan, further maximizing savings potential.
EnrollState Tax Incentive
No state income tax
Program Manager
Fidelity Investments
Investment Manager(s)
Fidelity
Plan type
Advisor
Investments
Guided Investments
age-based
ESG Investments
No
Avg. expense fee
0.500%
Fee Range
0.47%-0.79%
Ratings
Backer Rating
Our rating is based on fees and tax savings advantages.
25%
for NH residents
25%
non-residents
Saving For College
Unbiased, independent resource for parents.
4
for NH residents
4
non-residents
Other
Connect with Mint.com
Track your finances in one place.
No
Connect with Backer
Full end to end enrollment, gifting and plan management.
Gifting Only
Mobile app
Backer App covers this plan.
Yes
General Recommendation
This is an advisor sold 529 plan, rated as neutral by Morningstar.
