Investor Preferences in Selecting a Financial Advisor | CFP

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This report presents the findings of a survey fielded on November 20-23, 2014 among a sample of 850 U.S. investors. For this survey:

  • Investors were defined as adults (18 years of age and older) with investable assets of $100,000 or more. The definition of investable assets specifically excludes the value of the respondent’s primary residence. 
  • Respondents were screened to ensure they make or are significantly involved in making the household’s financial decisions. 

The survey was intended to quantify investor preferences and expectations for training and certification of financial advisors.

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