BLACKROCK COLLEGEADVANTAGE ADVISOR PLAN

If you have a financial advisor, or are interested in working with one, CollegeAdvantage offers the BlackRock CollegeAdvantage 529 Advisor plan. The advisor plan offers the same 529 tax-saving benefits, but has different investment options and fund managers than the direct plan. 

The BlackRock CollegeAdvantage 529 Plan was designed with two main goals in mind:

1. To provide investors with access to some of the most respected investment managers in the industry
2. To offer the flexibility to develop an education savings strategy to meet investors’ unique needs

Features & benefits of the Advisor Plan

Ohio offers a college savings plan available exclusively through financial advisors. The Advisor Plan offers the same 529 features and benefits as the Direct Plan, including federal and state of Ohio tax advantages.