• 60%: Percentage of advisors surveyed who are not currently charging for financial plans.
  • 70%: Percentage of advisors surveyed who say they spend 20 percent of each work week completing paperwork.
  • 73%: Percentage of advisors surveyed who said their typical “A-level client” is 50 years old or older.
  • 75%: Percentage of advisors surveyed who indicated they don’t have any written strategic plan.
  • 74%: Percentage of advisors surveyed who are over the age of 40.
  • 39%: Percentage of advisors surveyed who are making more than $100,000 per year.
  • 75%: Percentage of advisors surveyed who are working more than 40 hours per week, but are taking little or no time off.

Source: Vestment Advisors