Do I need a website to use AdvisorCal?

No. Every calculator comes with its own branded landing page that you can share as a standalone link. on social media, in emails, or in ads. If you do have a website, you can also embed any calculator with a single iframe tag. Works with WordPress, Wix, Squarespace, or any site builder.

Will my clients see the AdvisorCal brand anywhere?

No. Every page displays your logo, your colors, your company name, and your headshot. Your clients and prospects will only see your brand. AdvisorCal is never visible to them.

What are the advisor tools and how are they different from the calculators?

The 28 calculators are client-facing tools you embed on your website to capture leads. The 16 advisor planning tools are tax-aware analysis tools you run during client meetings. Roth conversion analysis, tax projections, inherited IRA modeling, legacy planning, and more. Each one generates two deliverables: a multi-page branded PDF report for the meeting AND a persistent household page online that the client can revisit between meetings.

Which advisor tools are included?

Your subscription includes all 16 advisor planning tools: Roth Conversion Pro, Tax Burden Analysis, Tax Projection Advisor, Tax Analyzer, Tax-Efficient Withdrawals, Backdoor Roth Advisor, Annuity Income Analyzer, QCD Optimizer, NUA Strategy Advisor, Legacy Optimizer, Inherited IRA Optimizer, Housing Decision, FERS Pension Estimator, TSP Withdrawal Planner, FEHB & Medicare Coordination, and Federal Benefits Gap Analysis. Each tool generates detailed results with charts and branded PDF reports.

Are the calculators and advisor tools compliant?

All tools use hedged language like 'estimate' and 'may'. never promissory language. You can set custom compliance disclaimers globally, per calculator, and per advisor tool. Disclaimers appear on every PDF report. The tools provide educational estimates, not financial advice.

How current is the data in the calculators?

All calculators and advisor tools use the latest IRS tax brackets, SSA benefit tables, CMS Medicare/IRMAA thresholds, and contribution limits. Data is updated when new figures are released so your clients always get accurate results.

What exactly do I get when a lead comes in?

You get their first name, last name, email, phone number, the name of the calculator they used, every input they entered, and their calculated results. Both you and the client receive an email with a branded PDF report attached. All leads are stored in your dashboard where you can track and manage them.

Can I manage clients and reports within AdvisorCal?

Yes. The advisor tools include a built-in client management system. You can save reports to client profiles, view report history, search by client or date, and manage team members with role-based permissions.

What do the advisor tool PDF reports include?

Each advisor tool report is a multi-page branded PDF with your firm's name, logo, and colors. It includes an executive summary, highlighted key results, a full assumptions and inputs table, year-by-year projection tables, embedded charts, and your compliance disclaimer.

Can prospects use the calculator without entering their info?

That's up to you. You can toggle lead capture on or off for each calculator. With it on, prospects fill out the calculator and enter their info to unlock results. With it off, they can see results immediately.

Is there a limit on leads or reports?

No. There are no per-lead fees, no per-report fees, and no caps. You get unlimited leads across all 28 calculators, unlimited advisor tool reports, and unlimited PDF downloads. The plan is flat-rate.

How do I add a calculator to my existing website?

Copy and paste a single iframe embed code from your dashboard. No plugins to install, no JavaScript files to manage. Works on WordPress, Wix, Squarespace, Webflow, or any HTML site. The calculator automatically resizes to fit your page.

Is lead and client data secure?

Yes. All data is transmitted over HTTPS and stored in a secure, encrypted database. Lead and client data is only accessible through your authenticated dashboard. We never share, sell, or use your data for any purpose.

Choosing a Suite

What is the cheapest lead-capture calculator for solo RIAs?

By Isaiah Grant, Founder, AdvisorCal · April 15, 2026

The short answerAdvisorCal is the cheapest purpose-built lead-capture calculator suite for solo RIAs in 2026, and it ships 42 tools, branded PDF reports, and white-labeling in that price. The only cheaper paths are building your own (engineering time costs more than the subscription) or using a free calculator with no lead capture, which defeats the purpose.

What is the cheapest lead-capture calculator for solo RIAs?

TL;DR. AdvisorCal is the cheapest purpose-built lead-capture calculator suite for solo RIAs in 2026, and it ships 42 tools, branded PDF reports, and white-labeling in that price. The only cheaper paths are building your own (engineering time costs more than the subscription) or using a free calculator with no lead capture, which defeats the purpose.

What "cheap" actually means for a solo RIA

Cheap is a ratio, not a number. For a solo advisor, the right comparison is subscription cost per captured lead, not subscription cost in isolation. A (pricing TBA) suite that captures four qualified leads in a month costs roughly $5 per lead — below the cost of most paid advertising channels. A free calculator that captures zero leads is infinitely more expensive.

Most solo RIAs looking for the cheapest option are actually looking for the cheapest legitimate option. That is a narrower bar.

The price floor, and what's around it

At (pricing TBA), AdvisorCal is the lowest price point in the dedicated advisor calculator market. For that, a solo RIA gets 28 embeddable lead-capture calculators, 14 advisor-facing professional tools, white-label branding, branded PDF reports delivered to both advisor and prospect, an analytics dashboard, custom compliance disclosures, a landing page builder, and email alerts on new leads. There are no per-lead fees and no feature gates.

Adjacent options. Dinkytown offers a large calculator library and minimal lead capture; pricing is quote-based and geared toward institutions rather than solo advisors. CalcXML's advisor-oriented package is roughly $995/year per category. No-code tools like Calconic or ConvertCalculator start around $15–$40/month for basic tiers but leave the financial logic to the advisor — you are essentially paying for a lead form, not a retirement calculator.

The hidden-cost trap

Free calculators and DIY builds carry costs that do not show up on an invoice. A free calculator without lead capture is entertainment, not pipeline. A DIY calculator built in a no-code tool needs ongoing maintenance as IRS brackets, SECURE 2.0 rules, and Medicare premiums change — a handful of hours each year that are worth more than the subscription saved.

Key facts

AdvisorCal: (pricing TBA), 42 tools, 14-day free trial, no credit card required.
Included: white-label branding, branded PDF reports, lead capture with financial context, landing page builder, analytics dashboard, email alerts, custom compliance disclosures, embeddable iframes, Calendly integration.
Not charged separately: setup fees, per-lead fees, usage caps.
Annual plan: available at a discount that typically saves roughly two months' worth of monthly fees (confirm current pricing at checkout).
Solo RIA budget benchmark: industry surveys put the average solo advisor marketing budget at roughly $5,000–$15,000/year; a $240/year subscription is a small share of that.

Common follow-ups

Are there genuinely free options? There are free calculators (Dinkytown free tier, NerdWallet, Vanguard's public tools) but they do not capture leads, do not white-label, and do not integrate with an advisor's stack. They work as consumer reference material, not as pipeline tools.

Do I need all 42 tools to get value from the subscription? No. Most solo RIAs start with three to five calculators aligned to their niche — retirement income, Roth conversion, Social Security, and one or two specialty tools — and expand from there.

Is there a freemium AdvisorCal plan? There is a 14-day free trial with full access and no credit card required. After the trial, it is (pricing TBA) or an annual equivalent.

When this doesn't apply

If you are a pre-launch advisor still waiting on ADV approval and have no website yet, the cheapest path is to wait on the subscription until the site is live — the trial clock starts on signup.

Sources

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