Outsourcing Benefits Calculator

Estimate the potential impact of outsourcing on your practice.

This calculator is based on AssetMark’s 2026 Outsourcing Study of approximately 745 financial advisors and estimates how outsourcing may help you save time, grow assets, and deepen client relationships.

Step 1: About Your Business

Enter your current practice details.

Step 2: Outsourcing Percentage Tier

Select the percentage of AUM you would consider outsourcing.

Results: Your Growth Opportunity with Outsourcing

Based on your inputs and the selected outsourcing tier.

Hours Reclaimed
9.9 hrs/wk
475 hrs/year
Potential AUM Growth
$13.5M
+27%
Potential Annual Income Growth
$84,000
+21%
Potential Additional Households
33
+22%

Estimates are based on findings from the AssetMark Outsourcing Study, including a 45-hour advisor workweek and a 48-week working year. Actual results may vary.

Still curious? Get started today.

AssetMark is more than a platform; we’re an extension of your team. Request a consultation to learn more about how outsourcing with AssetMark can help save you time, serve your clients, and grow your practice.

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