Back to The Financial Advisor Growth System — Premium Edition

12 Calculators

Interactive Calculators

Model your revenue metrics in real time. Adjust the inputs to see how pipeline coverage, deal velocity, and compensation scenarios change for financial advisors & wealth managers.

AUM Growth Projection Calculator

Project your assets under management growth over 1, 3, and 5 years based on new client acquisition, market growth assumptions, existing client contributions, and client attrition rates. This calculator helps set realistic AUM targets and identify the key drivers of practice growth.

Inputs

Current AUM ($)$1

Current Number of Clients1

New Clients Per Year1

Average AUM Per New Client ($)$1

Assumed Annual Market Return (%)1%

Annual Client Attrition Rate (%)1%

Existing Client Net Annual Contributions (% of AUM)1

Average AUM Fee Rate (%)1%

Results

Year 1 Ending AUM

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Year 1 Revenue

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Year 3 Ending AUM

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Year 3 Revenue

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Year 5 Ending AUM

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Year 5 Revenue

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Year 1 AUM Growth Rate

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5-Year AUM CAGR

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Scenario Modeling

Scenario	Attainment	Total Earnings
Bear Market	%	—
Growth Market	%	—

Client Lifetime Value Calculator

Calculate the total lifetime revenue, profitability, and referral value of a typical client relationship. This calculator helps justify acquisition costs, prioritize client segments, and quantify the true economic impact of retention investments.

Inputs

Initial AUM at Onboarding ($)$1,500

Annual AUM Fee (%)1500%

Annual Planning Fee ($)$1,500

Expected Relationship Duration (Years)1,500

Annual AUM Growth Rate (%)1500%

Average Referrals Per Year1,500

Referral Conversion Rate (%)1500%

Average Referred Client AUM ($)$1,500

Client Acquisition Cost ($)$1,500

Annual Service Cost Per Client ($)$1,500

Results

First Year Revenue

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First Year Profit

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Total Lifetime Revenue

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Total Lifetime Profit

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Lifetime Referral Value

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Total CLV (Including Referrals)

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ROI Multiple on Acquisition Cost

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Payback Period (Months)

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Revenue per $1 of Acquisition Cost

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Scenario Modeling

Scenario	Attainment	Total Earnings
Mass Affluent Client	%	—
High-Net-Worth Client	%	—

Advisor Fee Structure Comparison Calculator

Compare the total cost of different advisory fee structures over time including AUM fees, flat fees, hourly fees, and subscription models. This calculator helps advisors demonstrate fee transparency and helps clients understand the true cost of different pricing models.

Inputs

Portfolio Value ($)$6

AUM Fee Rate (%)6%

Flat Annual Fee ($)$6

Hourly Rate ($)$6

Expected Hours Per Year6

Monthly Subscription Fee ($)$6

Years to Project6

Expected Annual Portfolio Growth (%)6%

Results

AUM Fee - Year 1

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AUM Fee - Year 10

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AUM Total (10 Years)

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Flat Fee Total (10 Years)

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Hourly Total (10 Years)

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Subscription Total (10 Years)

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AUM Fee as % of Portfolio

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Flat Fee as % of Portfolio

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Most Cost-Effective Model

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Scenario Modeling

Scenario	Attainment	Total Earnings
Small Portfolio	%	—
Large Portfolio	%	—

Long-Term Care Planning Decision Framework

Compare self-insuring, traditional LTC insurance, and hybrid policies across scenarios.

Inputs

Current Age58

Retirement Assets2,000,000

Annual Income Needed (non-LTC)80,000

Projected LTC Years3

Annual LTC Cost (today's dollars)120,000

LTC Inflation Rate (%)4.5%

Portfolio Return (%)6%

Hybrid Policy Annual Premium8,000

Hybrid Monthly Benefit8,000

Traditional Policy Annual Premium4,500

Results

Self-Insure Cost (Present Value)

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Hybrid Policy Total Cost

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Traditional Policy Total Cost

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Hybrid Survivorship Death Benefit

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Recommended Strategy

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Portfolio Impact if Self-Insuring

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Pipeline Revenue Calculator

Calculate the lead volume, conversion rates, and revenue projections for your advisory practice prospecting pipeline. This calculator helps you work backward from revenue targets to daily activity requirements.

Inputs

Monthly Revenue Target ($)$60

Average Annual Revenue Per New Client ($)$60

Lead-to-Meeting Conversion Rate (%)60%

Meeting-to-Client Close Rate (%)60%

Average Sales Cycle (Days)60

Results

New Clients Needed Per Month

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New Clients Needed Per Year

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Consultations Needed Per Month

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Total Leads Needed Per Month

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Leads Needed Per Week

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Leads Needed Per Day

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Meetings Needed Per Week

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Scenario Modeling

Scenario	Attainment	Total Earnings
Conservative	%	—
Optimized	%	—
Seminar Leads	%	—

Advisory Practice Valuation Calculator

Estimate practice value using revenue multiples, EBITDA, and discounted cash flow methodologies.

Inputs

Annual Revenue$1,500,000

Assets Under Management125,000,000

EBITDA Margin (%)38%

Recurring Revenue (%)88%

Revenue Growth Rate (%)15%

Client Retention Rate (%)96%

Discount Rate (%)10%

Projection Period (years)10

Average Client Age64

Results

Revenue Multiple Valuation (Low)

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Revenue Multiple Valuation (Mid)

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Revenue Multiple Valuation (High)

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EBITDA Valuation

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Discounted Cash Flow Valuation

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Recommended Valuation Range

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Value Per $1M AUM

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Value Per Client (approximate)

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Referral Alliance ROI Calculator

Measure the return on investment for CPA, attorney, and professional referral partnerships.

Inputs

Number of Active Referral Partners8

Average Referrals Per Partner Per Quarter2.5

Referral to Client Conversion Rate (%)55%

Average New Client AUM950,000

AUM Fee Rate (%)1%

Time Invested Per Partner (hours/month)3

Advisor Hourly Value ($)$500

Annual COI Event Costs6,000

Results

Total Annual Referrals

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New Clients Per Year

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Annual AUM Captured

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Annual Revenue from Referrals

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Total Annual Investment

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Return on Investment (%)

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Cost Per Acquired Client

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Retirement Income Sufficiency Calculator

Assess whether a retiree's savings, Social Security, pension, and other income sources are sufficient to support their desired lifestyle throughout retirement. This calculator evaluates withdrawal sustainability, sequence of returns risk, and the probability of portfolio longevity under various market scenarios.

Inputs

Total Retirement Savings ($)$12

Annual Social Security Income ($)$12

Annual Pension Income ($)$12

Annual Retirement Income Need ($)$12

Retirement Duration (Years)12

Withdrawal Strategy12

Initial Withdrawal Rate (%)12%

Assumed Inflation Rate (%)12%

Expected Portfolio Return (%)12%

Portfolio Volatility / Standard Deviation (%)12%

Results

Annual Income Gap (Portfolio Must Cover)

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Guaranteed Income Coverage (%)

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4% Rule Annual Withdrawal

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Required Savings for 4% Rule

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Portfolio Funding Ratio (%)

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Monte Carlo Success Probability

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Social Security Replacement Rate

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Scenario Modeling

Scenario	Attainment	Total Earnings
Conservative	%	—
Optimistic	%	—

Roth Conversion Optimizer

Calculate optimal Roth conversion amounts based on current tax bracket, projected retirement tax bracket, and time horizon.

Inputs

Current Ordinary Income120,000

Current Federal Tax Bracket (%)22%

Projected Retirement Tax Bracket (%)12%

Traditional IRA Balance500,000

Years to Complete Conversion10

Expected Annual Return (%)6.5%

State Tax Rate (%)5%

Results

Optimal Annual Conversion Amount

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Total Tax Paid on Conversions

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Projected Roth IRA Value

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Estimated Lifetime Tax Savings

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Break-Even Year vs. No Conversion

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Seminar Marketing ROI Calculator

Calculate the complete return on investment for seminar marketing campaigns including cost per attendee, cost per appointment, cost per client, and projected revenue return. This calculator helps optimize seminar budgets and compare seminar economics to other marketing channels.

Inputs

Total Invitation Cost ($)$10

Venue & Food Cost ($)$10

Materials & AV Cost ($)$10

Total Registrations10

Attendance Rate (%)10%

Same-Night Appointment Rate (%)10%

Appointment-to-Client Rate (%)10%

Average First-Year Revenue Per Client ($)$10

Average Client Lifetime (Years)10

Results

Total Seminar Cost

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Expected Attendees

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Appointments Booked

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New Clients Acquired

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Cost Per Attendee

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Cost Per Appointment

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Cost Per Client Acquired

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First Year Revenue

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First Year ROI (%)

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Lifetime Revenue

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Lifetime ROI (%)

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Scenario Modeling

Scenario	Attainment	Total Earnings
First Event	%	—
Optimized Campaign	%	—

Social Security Claiming Optimizer

Compare claiming strategies for married couples to maximize lifetime Social Security benefits.

Inputs

Higher Earner Benefit at FRA (67)3,200

Lower Earner Benefit at FRA (67)1,800

Higher Earner Current Age62

Lower Earner Current Age61

Higher Earner Life Expectancy85

Lower Earner Life Expectancy88

Discount Rate for NPV (%)3%

Results

Optimal Higher Earner Claim Age

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Optimal Lower Earner Claim Age

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Maximum Lifetime Benefit (NPV)

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Spousal Benefit Strategy

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Survivor Benefit at Optimized Strategy

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Tax-Loss Harvesting Value Calculator

Estimate the after-tax value added by systematic tax-loss harvesting over time.

Inputs

Taxable Portfolio Value$750,000

Annual Contribution25,000

Expected Annual Return (%)7%

Expected Annual Volatility (%)15%

Harvesting Efficiency (%)75%

Capital Gains Tax Rate (%)15%

Time Horizon (years)20

Tax Savings Reinvestment Return (%)6%

Results

Average Annual Losses Harvested

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Average Annual Tax Deferred

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Cumulative After-Tax Value Added

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Annualized Tax Alpha (%)

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Breakeven Advisory Fee for Harvesting

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