⚠️ FINANCIAL ADVISORS ONLY

Stop Guessing About
Your Next Move

Are you a licensed financial advisor considering a firm transition?
CompCalc is built exclusively for financial advisors with book of business evaluating moves between wirehouses, independent firms, and RIAs. Get precise analysis of your T12 revenue, payout grids, and clawback risks.
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Not for Individual Investors or General Public
This platform is designed exclusively for licensed financial advisors, wealth managers, and investment professionals evaluating career moves between firms. If you're an individual investor looking for personal financial advice, this tool is not for you.

Finally, a tool that understands the complexity of advisor transitions. CompCalc analyzes the metrics that matter most to your practice: T12 performance, payout structures, upfront bonuses, clawback provisions, client retention scenarios, and transition costs. Make data-driven decisions about your career with insights tailored specifically for financial advisors.

Built by Advisors, For Advisors

The only platform that truly understands wirehouse payouts, independent contractor structures, and the real costs of switching firms

Guide 1

Analyze Real Advisor Metrics

Input your T12 revenue, current payout grid, and new firm offers. Our AI analyzes upfront bonuses, backend incentives, and clawback provisions to show the real financial impact.

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Calculate Break-Even Scenarios

Model realistic client retention scenarios (70-90%), transition costs, and clawback risks. See exactly when your move becomes profitable and starts outperforming staying put.

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Compare Multiple Firm Offers

Compare wirehouse vs. independent offers side-by-side. Analyze W-2 vs. 1099 structures, benefit packages, and long-term earning potential across multiple firms.

The Advisor's Transition Toolkit

From wirehouses to RIAs, from employee to independent contractor - we understand every transition path and compensation structure in the industry.

Know exactly when the move pays off

See how many years it will take to recover transition costs and when switching starts to outperform staying.

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Compare every detail, side by side

Evaluate total compensation, W-2 vs 1099 income, and contract terms, all in one clear, comprehensive breakdown.

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Forecast your future earnings

Project long-term revenue growth across firms, factoring in bonuses, payout percentages, and client retention.

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Model retention & bonuses

See how upfront payouts, retention, and clawbacks affect your long-term earnings.

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How CompCalc Works for Advisors

Three simple steps to analyze your firm transition with industry-specific metrics and risk assessment

Guide 1

Input Your Advisor Metrics

Enter your T12 revenue, current payout percentage, new firm offers, clawback terms, and expected client retention rates.

Guide 2

Analyze Transition Risks

Get detailed break-even analysis factoring in clawback risks, client retention scenarios, and transition costs.

Guide 3

Make Confident Decisions

View comprehensive reports with year-by-year projections, risk assessments, and side-by-side firm comparisons.

Ready to Evaluate Your Next Move?
Join thousands of financial advisors who trust CompCalc for firm transition analysis. Get started with your T12 revenue and see your options in minutes.
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