B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Aging
11%
11% -- marketing budget share of revenue for financial advisory firms (2024)
The average advisory firm spends 11% of its revenue on marketing.
- Includes both hard costs (ad spend, tech) and soft costs (advisor time)
Attribution:
View source
Lighthouse Research Team
Last verified:
·
How we verify data →
Source verified
Evidence graded
Value
11%
Unit
Percentage
Data Vintage
2024
Entity
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
50
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
Kitces
Primary
Tier C
https://integrated-financial-group.com/resources/marketing-for-financial-planners-unlocking-the-bene… ↗
Source Article
Marketing for Financial Planners: Unlocking the Benefits of Integrated Financial Group
Learn actionable tips about marketing for financial planners to build your client base with ease and scale your practice to its full potential. Developing a robust financial advisor marketing plan is no longer optional; it is the engine that drives your financial advisor growth strategies.
One of th…
Original Research
Kitces
· Original study ↗
Methodology
Kitces 2024 Advisor Marketing Report as cited by Integrated Financial Group
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
financial advisory firms: 11% marketing budget share of revenue. Source: Kitces (2024). Via Lighthouse Intelligence -- https://lighthousedata.io/data/advisory-firm-marketing-spend-revenue
HTML Embed
<blockquote cite="https://lighthousedata.io/data/advisory-firm-marketing-spend-revenue" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>11%</strong> -- marketing budget share of revenue for financial advisory firms<br><small>Source: Kitces (2024) · <a href="https://lighthousedata.io/data/advisory-firm-marketing-spend-revenue" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
Share
Related Statistics
Use this data in your work
Copy the citation, embed the widget, or explore thousands more verified marketing statistics -- all free.