Financial Advisor Transition Calculators
“Headline numbers” rarely tell the whole story. Between fees, structure, and taxes, the real difference between offers often isn’t visible until you run the actual math. These calculators show you the net, allowing you to walk into your next conversation with better questions.
Every firm quotes payout differently, and the headline number is rarely the real one. Compare your net, either as a W2 employee or as an independent advisor, once fees, structure, and taxes are actually factored in.
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.
