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Financial Planning & Assistance

Financial Planning & Assistance

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Executive summary

The Financial Planning and Advice industry has experienced sustained growth over most of the five years to 2022.
The industry comprises advisors and planners that provide financial advice in conjunction with other activities such as portfolio management, protection planning and brokerage services for households, businesses and governments.
Advisors generate revenue through management fees taken as a percentage of assets under management (AUM) and a variety of other administrative fees. Affluent families tend to have a greater need for financial planning services, leading to increased demand for operators' services. Accordingly, the number of households earning more than $100,000 has increased an annualized 1.8% over the five years to 2022, benefiting industry operators.
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industry revenue;

industry profit;

industry margin;

industry employment;

industry major players;

industry key external drivers;

industry product & structure segmentation;

industry key trends;

industry Life Cycle;

industry Geographic Breakdown;

industry Key Success Factors;

industry Key statistics for previous years;

forecast of industry Key statistics for the next 5 years;

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Reference Wordlist

High barriers to entry mean that new companies struggle to enter an industry, while low barriers mean it is easy for new companies to enter an industry.

Compares the amount of money spent on capital (plant, machinery and equipment) with that spent on labor.
IBISWorld uses the ratio of depreciation to wages as a proxy for capital intensity. High capital intensity is more than $0.333 of capital to $1 of labor; medium is $0.125 to $0.333 of capital to $1 of labor; low is less than $0.125 of capital for every $1 of labor.

The dollar figures in the Key Statistics table, including forecasts, are adjusted for inflation using the current year (i.e. year published) as the base year. This removes the impact of changes in the purchasing power of the dollar, leaving only the "real" growth or decline in industry metrics. The inflation adjustments in IBISWorld’s reports are made using the US Bureau of Economic Analysis’ implicit GDP price deflator.

Colloquial Terminology

The value of client assets that are under advice.

The largest generation in US history; currently entering retirement age.

An individual with at least $1.0 million in assets, excluding collectibles, consumable goods, durable goods and primary residences.

An individual with at least $750,000 managed by an adviser, or at least $1.5 million of net worth held jointly with a spouse, including the primary residence.

A fund that requires no fee or commission to purchase.


Industry operators have also benefited from bull markets in several asset classes, leading to increased AUM during the period. For example, the S&P 500 has increased an annualized 6.6% over the five years to 2022, leading clients' investments in equity securities to rise and help industry operators generate more revenue. However, economic uncertainty caused by the COVID-19 (coronavirus) pandemic has led to substantial volatility in financial markets.
This volatility is expected to affect total AUM and fees generated by industry operators in 2022. Overall, these trends are expected to lead to industry revenue growth, which has risen an annualized 3.4% to $59.3 billion over the five years to 2022, including a decrease of 7.5% in 2022 due to a sharp decrease in the S&P 500 as interest rates climb to combat rampant inflation.

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