Fidelity Advisor 529 Plan

The Fidelity Advisor 529 Plan, also known as New Hampshire's Advisor-sold 529 Plan, is available only through non-Fidelity financial advisors.

The Fidelity Advisor 529 Plan offers a range of investments utilizing Fidelity Advisor Funds and the Fidelity Government Cash Reserves.

Benefits of the Fidelity Advisor 529 Plan include:

• Earnings – Any earnings grow federal income tax deferred.
• Withdrawals – Qualified withdrawals for education expenses are federal income tax free and exempt from New Hampshire interest and dividends tax.
• Minimum Initial Contributions – None.
• High Contribution Limit – $596,925 per beneficiary.
• Investment Options – The Fidelity Advisory 529 Plan's Portfolios include:
  • Aged-Based Portfolios
  • Static Allocation Portfolios
  • Individual Fund Portfolios, and
  • Money Market Portfolio
• Investment Exchanges – Contributions and earnings may be reallocated twice each calendar year.
• Account fees – Account fee of $20 is waived if the participant signs up for a systematic investment plan or if the account balance is equal or greater than $25,000.
• Investment expenses – Fees vary, depending on your investment strategy.

Please contact Fidelity Investments or your financial advisor for more information about this Plan.

For information about the Plan Performance please view the most recent Fidelity Advisor 529 Annual Report.