Compare Your Payout: See Your Path to Independence
Choose your current situation below, and we'll show you exactly how your compensation could improve with a better independent model.
All calculations happen in your browser. Use this tool to privately explore your options with complete confidence.
Step 1: What Type of Advisor Are You?
Select the option that best describes your current situation. We'll pre-fill typical compensation structures.
Step 2: Your Specific Numbers
Your Target Independent Structure
These are typical costs for a quality independent platform:
Your Opportunity: The Numbers
This extra $250,000 per year is yours to keep. Over 10 years (assuming flat production), that's $2,500,000 in additional take-home income. Plus, you're building equity in a business you can eventually sell for 2-3x EBITDA.
Beyond The Numbers: What Changes
How We Calculate This (Transparent Math)
💡 Why Such a Big Difference?
Your current firm keeps 55% to support massive infrastructure you may not need—national offices, corporate overhead, products you don't use, and profit margins. With independence, you only pay for what YOUR practice needs, typically 30% total vs. the 55% kept by your firm.
Visual Comparison
Disclaimer: This calculator provides estimates for educational purposes. Actual results will vary based on your specific situation and assumptions. Consult with legal, tax, and financial advisors before making any decisions.
