Financial Calculators

Welcome to your hub for financial and investment calculators. Our tools help you plan for retirement, manage budgets, calculate taxes and assess investments with ease.

Free Financial Planning Tools For You

Illustration for a calculator designed to estimate taxes on restricted stock units (RSUs). The image likely includes elements representing finance, stock units, and taxation, helping users understand the potential tax implications of their RSUs.

Calculate RSU Taxes

Understand the tax implications of your Restricted Stock Units (RSUs) and plan ahead for tax season.

RSU Tax Calculator

Illustration for a calculator designed to estimate retirement savings. The image likely includes symbols like a nest egg, retirement plan, or financial growth chart, representing the long-term planning for retirement funds.

Retirement Savings Calculator

Estimate how long your retirement savings will last based on your planned expenses.

Retirement Savings Calculator

Illustration for a calculator that calculates fees based on assets under management (AUM). The image likely includes financial symbols related to portfolio management, fees, and investment services.

Assets Under Management Fees

Calculate the fees you’re paying for assets under management.

AUM Fee Calculator

Illustration for a calculator focused on estimating college savings. The image likely features elements such as a graduation cap, piggy bank, or financial documents, representing the planning and saving process for education expenses.

529 College Savings Calculator

Determine how much you need to save for college by factoring in tuition inflation and time until enrollment.

College Savings Calculator

Illustration comparing a happy coin stack and a purple bag with a dollar sign, showcasing AdvisorFinder's Roth IRA vs. Traditional IRA Calculator for retirement planning.

Roth vs Traditional IRA

Compare the tax advantages of Roth and Traditional IRAs to inform your retirement strategy for future savings.

Icon of an engagement ring with a diamond and a financial pie chart, representing AdvisorFinder's Engagement Ring Calculator to help users budget and plan for a ring purchase

Engagement Ring Calculator

Plan your engagement with confidence by budgeting for a ring that fits your style and financial goals.

Engagement Ring Calculator

Cartoon depiction of a dollar bill character with a briefcase, symbolizing AdvisorFinder's Business Valuation Calculator for assessing company worth.

Business Valuation Calculator

Estimate the value of your business with insights into financial performance, market trends, and potential growth.

Business Valuation Calculator

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Frequently Asked Questions

Find answers to common questions about AdvisorFinder. Learn how our platform works, the types of advisors available, and how we keep your data safe.

What is AdvisorFinder?

AdvisorFinder is an online platform used by families and individuals to find a financial advisor for their unique needs. Each financial advisor has a profile page that helps people learn more about the advisors' clientele, services, backgrounds, and more. AdvisorFinder is not a financial advisor and does not employ financial advisors.

How does AdvisorFinder work?

You can think of AdvisorFinder as a search engine to find a financial advisor. Filter for different advisors based on what you need help with or other criteria you’re looking for. Then, you can contact any advisor you choose. For this to happen, financial advisors create their own profiles.

Is there a fee to use AdvisorFinder?

Using AdvisorFinder to search for and connect with financial advisors is completely free for consumers. Financial advisors pay a subscription fee to be listed on the platform.

What types of advisors are on AdvisorFinder?

There are financial advisors from hundreds of firms around the United States. You can find advisors with differing backgrounds and specializations, from those working for small firms to those working for the largest firms.

How do I know if an advisor is licensed?

Every financial advisor must have a CRD number, which can be found on FINRA’s BrokerCheck or the SEC’s IAPD. You can access any financial advisor’s SEC IAPD record by clicking on their AdvisorFinder profile and viewing the Proof of License section.

Is my personal data safe on AdvisorFinder?

Yes. AdvisorFinder takes information security very seriously and follows strict policies and procedures. Additionally, AdvisorFinder never sells your information to anyone, including financial advisors. You are the only person who can share your contact information with an advisor on the platform.

Is my information sent to advisors without my consent?

No, your information will only be shared with financial advisors when you choose to contact them or book a consultation.

Can't find what you're looking for?

If you have additional questions, feel free to reach out to us.