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
