Asset & Income Profile Calculator

Advisors often look at your investable assets (cash, savings, crypto, investments) when deciding if you meet their minimum.

But many advisors will also consider your income, even if your current assets are low — especially if you're early in your career.

This tool helps you quickly estimate the numbers most advisors pay attention to.

Your Financial Profile

Enter your details below to see how advisors might view your profile.

1. Investable Assets

Examples:Checking & savings • Brokerage accounts • Crypto • IRAs or 401(k)/403(b) balances you could roll over

2. Hard / Physical Assets

Examples:Home equity • Car value • Business value • Vested stock or RSUs

3. Annual Income

Examples:Your annual salary before taxes • Total yearly earnings from work

4. Other Assets (optional)

Collectibles, inheritance, or anything that doesn't fit above

Results

Estimated Investable Assets$0

Your Financial Profile

Investable Assets:$0

Hard / Physical Assets:$0

Annual Income:$0

What this means for advisors

Many advisors list minimums based on investable assets, but strong income can help you qualify even if your assets are still growing.

This calculator is a simple estimate and not financial advice.