Skip survey header

Kitces Research -- Financial Advisor Wellbeing Study

Privacy and Consent

Kitces Research Survey on Financial Advisor Wellbeing

Thank you for participating in our Kitces Research survey on financial advisor wellbeing! The purpose of this study is to learn more about what financial advisor wellbeing in a holistic manner, including their satisfaction with their careers, organizations they work for, and the industry as a whole. 
The study is being conducted by  All data collected is:
  • Confidential and held by
  • Any data or results will only be reported on an aggregated basis.
  • Any published results will not include information that will make it possible to identify you or the firm you work for.
  • Personally identifiable information (e.g., email address) will not be shared or distributed to any third party.
  • Personally identifiable information will not be shared with any employee beyond our research team.

This survey will include questions about you, the firm you work for, and questions related to wellbeing. We estimate this survey will take 20-25 minutes to complete, but do not worry if you need to stop mid-way through. When you close out of the survey you will automatically be sent an email entitled, Kitces Wellbeing Survey Follow Up, with a link that will allow you to return to your individual responses at a later time. If you do not receive an email, just email us, and we can generate the link for you. 

Taking part in this study is completely voluntary. We do require participants to provide an email address (which we may use to provide you with a copy of the results of the study, or to follow-up with you on specific questions if needed), but you may skip any other questions that you do not wish to answer. If you decide to take part, you are free to withdraw at any time.

All participants who complete this survey will be eligible to receive a free full copy of the final research report highlighting financial advisor wellbeing. If you have questions, you may contact us at