Use the tool that matches the decision in front of you
These tools turn vague concerns into numbers and questions you can bring to a current or prospective advisor. They do not grade investment performance, recommend a product, or determine whether an advisor should be replaced.
Calculator
Advisor Fee Calculator
Estimate your annual fee in dollars and compare it to the planning you receive.
Calculator
1% AUM Cost Calculator
See the long-term drag of percentage-based advisor pricing.
Calculator
Portfolio Income Calculator
Estimate monthly income, the portfolio required for a target, annual fees, and first-year outflow.
Checklist
Tax Strategy Gap Checklist
Check whether your CPA and advisor are leaving planning gaps between them.
A practical order of operations
- Translate the fee into dollars. Start with the Advisor Fee Calculator so the cost is concrete.
- Understand the time horizon. Use the AUM calculator to see a simple, non-compounded illustration across several years.
- Connect money to flexibility. Estimate potential monthly withdrawals with the Portfolio Income Calculator.
- Look beyond investments. Use the Tax Strategy Gap Checklist to identify coordination questions for your advisor and CPA.
Bring the outputs to a real planning conversation. The useful question is not whether a number is automatically “too high” or “too low,” but what services, decisions, risks, and coordination are included.