Global Financial Planning Service Market Growth (Status and Outlook) 2025-2031

According to this study, the global Financial Planning Service market size will reach US$ 24380 million by 2031.

Financial Planning Service refers to professional services that help individuals or organizations assess their current financial situation, identify financial goals, and develop strategic plans to achieve those goals. This may include retirement planning, tax strategies, investment advice, risk management, and budgeting.

The global financial planning services market is experiencing steady growth driven by increasing financial literacy, rising demand for wealth management among high-net-worth individuals, and the growing complexity of personal and corporate finances. Technological advancements, such as AI-driven robo-advisors and financial planning software, are transforming how services are delivered, making them more accessible and cost-efficient. In developing countries, the market is also expanding due to the rise of the middle class and increased awareness of the importance of long-term financial planning.

LPI (LP Information)' newest research report, the “Financial Planning Service Industry Forecast” looks at past sales and reviews total world Financial Planning Service sales in 2024, providing a comprehensive analysis by region and market sector of projected Financial Planning Service sales for 2025 through 2031. With Financial Planning Service sales broken down by region, market sector and sub-sector, this report provides a detailed analysis in US$ millions of the world Financial Planning Service industry.

This Insight Report provides a comprehensive analysis of the global Financial Planning Service landscape and highlights key trends related to product segmentation, company formation, revenue, and market share, latest development, and M&A activity. This report also analyses the strategies of leading global companies with a focus on Financial Planning Service portfolios and capabilities, market entry strategies, market positions, and geographic footprints, to better understand these firms’ unique position in an accelerating global Financial Planning Service market.

This Insight Report evaluates the key market trends, drivers, and affecting factors shaping the global outlook for Financial Planning Service and breaks down the forecast by Type, by Application, geography, and market size to highlight emerging pockets of opportunity. With a transparent methodology based on hundreds of bottom-up qualitative and quantitative market inputs, this study forecast offers a highly nuanced view of the current state and future trajectory in the global Financial Planning Service.

This report presents a comprehensive overview, market shares, and growth opportunities of Financial Planning Service market by product type, application, key players and key regions and countries.

Segmentation by Type:
Insurance Planning
Retirement Planning
Investment Planning
Other

Segmentation by Application:
Personal
Business

This report also splits the market by region:
Americas
United States
Canada
Mexico
Brazil
APAC
China
Japan
Korea
Southeast Asia
India
Australia
Europe
Germany
France
UK
Italy
Russia
Middle East & Africa
Egypt
South Africa
Israel
Turkey
GCC Countries

The below companies that are profiled have been selected based on inputs gathered from primary experts and analyzing the company's coverage, product portfolio, its market penetration.
Charles Schwab
Vanguard
Fidelity
Edward Jones
Ameriprise Financial
Raymond James
Merrill Lynch
Wells Fargo Advisors
Morgan Stanley
UBS Financial Services

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