Wells Fargo Intuitive Investor
Wells Fargo Intuitive Investor: Goal-based automated portfolios with optional phone access to financial advisors. Ranked #7 of 24 in Robo-Advisor Apps by our editors (8.4/10); pricing: Paid; best for investors seeking advisor access alongside automation.
At a glance
- Editor score8.4 / 10
- PricingPaid
- Best forInvestors seeking advisor access alongside automation
- Free planNo
- Minimum investment500 $
- Facts checked29 Sep 2026
Where it wins
- Daily monitoring, rebalancing, and dividend reinvestment
- Optional tax-loss harvesting for eligible accounts
- Individual, joint, trust, custodial, and IRA account types
Where it doesn't
- Requires a $500 initial investment
- Portfolio customization is limited
- Advisor support is available by phone
Our verdict on Wells Fargo Intuitive Investor
Wells Fargo Intuitive Investor is an automated investment service for investors who want a portfolio aligned with a specific goal, risk tolerance, and time horizon. It uses exchange-traded funds and manages the account after recommending an allocation. Daily monitoring, rebalancing, dividend reinvestment, recurring transfers, and recurring withdrawals support an ongoing investing routine. Investors can choose individual, joint, trust, custodial, and IRA account types, while optional phone access to financial advisors adds a human point of contact.
The published plan is Intuitive Investor, with a standard advisory fee of 0.35% of the account balance annually and a $500 initial investment requirement. There is no free plan. The service includes automated portfolio management, while optional tax-loss harvesting is available for eligible accounts. The official site also advertises $0 advisory fees in 2026 for qualifying new accounts initially funded with at least $50,000 by September 30, 2026; eligible linked Wells Fargo checking accounts may qualify for discounted rates.
Access is available through the web, iOS, and Android, and phone is the listed support channel. This combination suits investors who value automated maintenance but want the option to speak with a financial advisor. The service is less suited to investors seeking extensive portfolio customization, since customization is limited, or those who prefer a lower starting balance. Choose Intuitive Investor for goal-based management across multiple account types with optional human guidance; consider an alternative if broader support channels or more control over portfolio construction are priorities.
Wells Fargo Intuitive Investor pricing
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Wells Fargo Intuitive Investor fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Minimum investment | 500 $ |
| Tax-loss harvesting | Yes |
| Human advisor access | Optional |
| Goal-based portfolios | Yes |
| Retirement accounts | Yes |
| Socially responsible option | Not verified |
| Portfolio customization | Limited |
| Money-back guarantee | 90 days |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Support | Phone |
| Built for | Solo, Small business (editorial estimate) |
| Pricing | Paid (source) |
| Website | wellsfargoadvisors.com |
| Facts checked | 29 Sep 2026 |
Alternatives to Wells Fargo Intuitive Investor
- WealthfrontAutomates investing and rebalancing, with customization and tax-loss harvesting for eligible accounts.9.2
- E*TRADE Core PortfoliosA managed ETF portfolio with daily monitoring, rebalancing, and optional tax-loss harvesting.9.0
- Questwealth PortfoliosManaged, actively overseen ETF portfolios with a $250 starting minimum.8.9
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Wells Fargo Intuitive Investor vs the competition
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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