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    Robo-advice vs a human adviser

    Both have a place — it depends on how complex your needs are.

    By the Happy Wallets team·Updated June 2026·4 min read

    Robo-advisers

    Low-cost, app-based services that build and manage a portfolio for you based on a questionnaire. Good for straightforward investing at a low fee.

    Human advisers

    Better for complex situations — retirement, tax, estate planning — where tailored, regulated advice is worth the higher cost.

    Frequently asked questions

    Which is cheaper?+
    Robo-advice usually costs less. A human adviser costs more but can add value where your situation is complicated.
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