How US Investors Get Financial Advice, August 2014 [CHART]

How US Investors Get Financial Advice, August 2014 [CHART]

While 8 in 10 investors (people in households with total savings and investments of at least $10,000) receive financial advice in some form, they’re far more likely to say they get it from a dedicated personal financial advisor (44%) or advisory firm (35%) than from an online financial planning or investing website (20%). Interestingly, though, survey respondents with at least $100,000 in investments are more likely than those with less than that amount to seek out advice on financial websites. Source: Wells Fargo / Gallup

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