The Wealth Calculator Lab
Discover wealth-creation opportunities you may not even know exist.
Most financial advisors know what they earn today. Far fewer understand the full financial potential of their career and business decisions.
Bridgemark’s Wealth Calculator Lab brings together powerful, interactive financial modeling tools designed to help you uncover opportunities, evaluate alternatives, and make more informed decisions about your financial future.
Whether you’re evaluating your compensation, considering independence, exploring the value of your business, or planning your eventual exit, discover what the numbers could mean for you.
Your next financial opportunity may be bigger than you think.
Explore Your Opportunities
The Independent Advisor Net Payout Calculator provides an estimate of take-home pay for an independent advisor, including gross revenue, B/D deductions, overhead, and what’s actually left over. Don’t forget taxes.
The W2 Advisor Net Payout Calculator offers an estimate of take-home pay for a W2 advisor, including payout grid, deferred compensation, expenses, and what is actually left over. Use the slides to adjust your payout.
Selling, merging, or winding down your practice? Most advisors don’t know what it’s actually worth. Start with a few inputs for a quick estimate, or use the sliders to model different scenarios and see how outcomes shift.
The Independent Advisor Practice Value Calculator is for independent advisors to get a quick estimate of their practice’s EBITDA and enterprise value. This is only a starting point and does not reflect a final valuation.
The W2 Advisor Sunset Program Calculator is an easy to use tool that gives advisors a quick estimate of their sunset benefits. This is meant as a starting point to demonstrate program valuations.
Building off of the other calculators, one of the most common questions we get from advisors that we get is do I stay or do I go? This calculator is designed to help you determine a breakeven analysis of staying at your current firm vs. leaving to a new broker-dealer, net of client attrition and any potential recruiting transition money. As with the other calculators, assumptions are made for ease of use, but this allows for advisors to change assumptions.
The Stay vs. Go Independent Calculator gives an idea of what you would take away if you decided to pursue independence versus staying with your current situation.
These calculators use industry-typical assumptions to provide directional estimates. They are a starting point for better questions, not a substitute for a certified valuation or negotiated offer.
