Financial Adviser Fee Calculator
Translate asset-based, flat and hourly adviser fees into first-year dollars and an illustrative long-term portfolio difference.
Use the financial adviser fee calculatorUse Financial Professional Comparison Tools
Use transparent calculators and checklists to compare adviser fees, mortgage readiness, insurance needs and interview evidence.
Mortgage Readiness Checker
Check debt-to-income, cash reserves and document readiness before speaking with a mortgage lender or broker, without estimating approval.
Use the mortgage readiness checkerInsurance Coverage Review Planner
Create a structured insurance coverage review agenda without pretending a simple calculator can determine the right policy.
Use the insurance coverage review plannerFinancial Professional Interview Scorecard
Compare candidates on verification, scope, cost, conflicts, communication and evidence using the same questions.
Use the financial professional interview scorecardChoose a tool by the decision you need to make
Each tool produces a comparison input, not a recommendation or approval.
Compare adviser proposals
Use it to: Translate percentage and fixed fees into first-year dollars before comparing service scope.
Calculate adviser costsPrepare a mortgage file
Use it to: Organise housing payment, total debt and remaining cash questions before requesting quotes.
Review mortgage inputsStructure an insurance review
Use it to: Separate needs, existing resources and product questions without treating the result as a policy recommendation.
Build a coverage agendaCompare candidate evidence
Use it to: Score written proof of identity, scope, cost, conflicts, communication and exit terms.
Open the interview scorecardEvery result needs context
These tools organise conversations and compare assumptions. They do not approve a mortgage, determine insurance suitability, forecast returns or recommend a professional. See the tool and editorial standard behind every published method and limitation.
Questions about PEOPLE.you tools
Does PEOPLE.you store the numbers entered into its tools?
No. The current tools calculate in your browser and do not submit the values to PEOPLE.you. Avoid entering sensitive account, identity or health information.
Do the tool results recommend a product or professional?
No. Results organise inputs and comparisons. They are not financial advice, mortgage approval, an insurance recommendation or an endorsement of a professional.
How should I compare two results?
Use the same facts and assumptions for both options, change one input at a time and keep the written evidence that supports each number.