Financial Calculators

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Featured Calculators

Financial graph depicting portfolio growth over 20 years, comparing current advisor with AUM only and longitudinal financial planning methods, with breakeven point marked at Year 1.

Advisor
Fee Comparison Calculator

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Illustration of a globe with a blue outline and lines, a yellow upward trending arrow, a dashed yellow path, and a satellite with solar panels.

2026 California State Tax Calculator

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Financial chart showing future value, current amount, and contributions over time. The chart includes a line graph with layered areas for growth and contributions.

Time-value of money Calculator

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Advisor Fee Comparison Calculator

If you’re considering working with a financial advisor you should know what you’re fee is costing you in portfolio growth.

Compare the 1% AUM model V.S. Longitude Financial’s compound fee

Your results will estimate the total savings over 10, 20 and 30 years and let you know how quickly it breaks even when compared with an AUM only fee model.

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Graph showing portfolio value over 20 years with two lines, one for current advisor and one for long-term financial planning. Highlights Year 1 breakeven point and cumulative fees paid, with labels for different investment strategies.

Life Insurance Calculator

Choosing the right amount of life insurance coverage shouldn’t be a guessing game.

Compare the Human Life Value and Needs Approach to learn how much coverage makes sense.

Your results will estimate the total amount of coverage you need from both a needs based and human life value approach.

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A comparison chart showing two columns related to financial planning. The left column is titled 'Human Life Value' and displays a value of $2,898,645, with additional details about coverage needed, remaining working years, and net present value. The right column is titled 'Needs Approach (D.I.M.E.)' and shows a total amount of $1,845,000, breaking down needs such as non-mortgage debts, income replacement, mortgage balance, education expenses, and others.

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