Our Finwise Advice Fee Calculator is coming!
Join the Waitlist
Ready to elevate your advice revenue and clearly communicate your value?
This isn’t just another calculator, it’s a strategic tool designed by CFP® professionals to help you:
- Identify blind spots in your fee structure
- Align pricing with the 55+ services you actually deliver
- Strengthen compliance and consistency across your advice
- Articulate your value with clarity and confidence
Unlike clunky spreadsheets or overwhelming platforms, the Finwise Calculator is clean, intuitive, and built for real-world advice workflows.
No steep learning curve. No confusing navigation. Just smart, streamlined insights that help you make better decisions faster.
Whether you're refining your client offer or scaling your business, this web-based tool gives you actionable clarity to improve outcomes for you and your clients.
Join the waitlist today and be first in line for smarter advice, stronger revenue, and clearer conversations.
Finwise Calculator Features
Price new & ongoing advice fees
Calculate tax deductible advice fees with ease
Custom select & bookmark your financial services
Articulate your value to clients with reasons for each service available
Allocate fees across multiple accounts
Generate reports to use in your engagement letters
We're busy working on an innovative and new approach to calculating financial advice fees
If you want early access to this latest innovation, register your interest and you'll be part of our inner circle community who gets priority access and information.
Getting more Client Confidence
Discover how mastering transparent fee structures can supercharge your ability to achieve client confidence and set you on the path to excellence.
Preventing Compliance Risk
Learn how consistent advice fee calculations can serve as your protective shield, preventing the adverse effects of compliance risk and securing your future.
Why Fee Clarity Matters
Explore the critical domain of fee clarity, where success is defined, and uncover how it can transform your life and business for the better.
