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Financial Planning > Behavioral Finance

Table 5: Employee Productivity

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Average Fee-Only Financial Advisor Your Practice

  • Clients/Partner 47
  • Assets/Staff Member $23 million
  • Revenues/Staff Member $173,000
  • Pretax Profits/Staff Member $65,000

Source: Tiburon Strategic Advisors Fee-Only Financial Advisors Best Practices Benchmarking Tool