Fidelity Investments vs M1 Finance

Comprehensive comparison to help you choose the right option

Last updated: March 2026

Quick Verdict

Fidelity Investments takes the edge with a rating of 4.8/5. It's best for long-term investors and retirement planners who want comprehensive tools. However, M1 Finance is the better choice if you're looking for set-it-and-forget-it investors who want custom automated portfolios.

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Side-by-Side Comparison

Feature Fidelity Investments M1 Finance
Platform Type Full Service Broker Automated Investing
Stock Commission $0 $0
Options Per Contract $0.65 N/A
Account Minimum $0 $100
Fractional Shares Yes Yes
Robo-Advisor Yes Yes
Robo-Advisor Fee 0.35% 0% (Plus at $3/mo)
Research Quality Excellent Basic
Our Rating 4.8/5 4.3/5

Fidelity Investments: Pros & Cons

Fidelity Investments Pros

  • + Zero commission trades
  • + Zero expense ratio index funds
  • + Excellent research
  • + Fractional shares
  • + No account minimums
  • + Great retirement tools

Fidelity Investments Cons

  • - Platform can feel complex
  • - Crypto not directly available
  • - International trading limited

Best for: Long-term investors and retirement planners who want comprehensive tools

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M1 Finance: Pros & Cons

M1 Finance Pros

  • + Free automated investing
  • + Fractional shares
  • + Custom portfolio pies
  • + Borrow and spend features
  • + Great for DCA

M1 Finance Cons

  • - One trade window per day (free)
  • - No tax-loss harvesting
  • - Limited research
  • - No options trading

Best for: Set-it-and-forget-it investors who want custom automated portfolios

Detailed Analysis

Who Should Choose Fidelity Investments?

Fidelity Investments is the better choice if you're looking for long-term investors and retirement planners who want comprehensive tools. Its strongest advantages include zero commission trades and zero expense ratio index funds. With a rating of 4.8/5, it stands out as one of the best options available.

Who Should Choose M1 Finance?

M1 Finance is ideal for those who want set-it-and-forget-it investors who want custom automated portfolios. Key strengths include free automated investing and fractional shares. Rated 4.3/5, it delivers strong value for most users.

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Final Verdict

4.8

Fidelity Investments

vs
4.3

M1 Finance

Both Fidelity Investments and M1 Finance are legitimate investing platforms. Choose Fidelity Investments if you value zero commission trades. Choose M1 Finance if you prioritize free automated investing.

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