Advisors Used by HNW Business Owners
Receive Advice From… | Primary Advisor Is… | |
Accountant | 50% | 15% |
Lawyer | 39% | 5% |
Full-Service Broker | 24% | 11% |
Financial Planner who also sells product | 20% | 12% |
Banker/Trust Officer | 18% | 5% |
Financial Planner – - Fee Only | 17% | 11% |
Insurance Agent | 17% | 1% |
Investment Banker | 13% | 3% |
Online Service | 11% | 3% |
Source: 2005 Phoenix Wealth Survey
TABLE 2