{"type":"practice_calculator","title":"Advisor Capacity Calculator: How Many Households Can You Serve?","lead":"As of Oct 20, 2026, this calculator estimates how many households one advisor can serve from 7 editable assumptions: hours per week, weeks per year, the share of time not spent on client work, meetings per household, meeting length, preparation time and other hours per household.","as_of":"2026-10-20","facts":{"inputs_asked":["Hours you work per week (default 45 hours)","Weeks you work per year (default 48 weeks)","Share of your time that is not client work (default 35 %)","Meetings per household per year (default 2)","Length of each meeting (default 1.5 hours)","Preparation and follow-up per meeting (default 2 hours)","Other hours per household per year (default 8 hours)"],"method":["Work hours a year = hours per week x weeks per year.","Client hours a year = work hours x (100% minus the share of time that is not client work).","Hours per meeting = meeting length + preparation and follow-up.","Hours per household a year = meetings per year x hours per meeting + other hours per household.","Households = client hours a year / hours per household a year, rounded down to a whole household.","Nothing you enter is stored or shared."],"defaults_note":"The defaults are placeholders to replace with your own time log. They are not industry benchmarks.","reference_points":["Kitces Research found the typical Senior Advisor spends 2.8 hours a week on administrative tasks, about 135 hours a year or roughly 7% of working hours.","Kitces cites research that advisors spend about one hour on meeting preparation and one on follow-up, two hours in all, per meeting without an AI notetaker.","Kitces describes solo advisors using none to four efficiency tools as serving roughly 40 client households at just under $6,500 of annual revenue per client.","Kitces found a first support hire, typically a client service associate, lowers an unsupported solo senior advisor's administrative share of working hours from 8.6% to 7.4%."]},"sources":[{"url":"https://www.kitces.com/blog/financial-advisor-technology-wellbeing-research-hiring-efficiency-automation/","checked":"2026-10-20","label":"Kitces.com, Mark Tenenbaum: Why teams (not tech) consistently reduce administrative burdens, make advisors happier, and boost revenue"},{"url":"https://www.kitces.com/blog/the-latest-in-financial-advisortech-august-2025-nitrogen-ai-meeting-notes-tool-notetaker-tech/","checked":"2026-10-20","label":"Kitces.com: The latest in financial #AdvisorTech (August 2025)"}],"related":[{"title":"Advisor Fee Revenue Calculator: AUM Fee Schedule vs Flat Fee","url":"https://advisoriq.com/practice/calculators/fee-revenue/"},{"title":"How to Start an RIA: SEC vs State Registration","url":"https://advisoriq.com/practice/guides/how-to-start-an-ria-sec-vs-state-registration/"},{"title":"How to Price Advisory Services: Fee Schedules and Pricing Models","url":"https://advisoriq.com/practice/guides/advisor-fee-schedules-and-pricing-models/"},{"title":"Hiring Your First Advisor or Operations Hire: Roles, Licensing and Structure","url":"https://advisoriq.com/practice/guides/hiring-first-advisor-or-operations-hire/"},{"title":"How to Build an RIA Compliance Program: Rule 206(4)-7, CCO and Annual Review","url":"https://advisoriq.com/practice/guides/compliance-program-for-a-new-ria/"},{"title":"Legal Essentials for an Independent RIA: Entity, Advisory Agreement and Insurance","url":"https://advisoriq.com/practice/guides/legal-essentials-for-an-independent-ria/"},{"title":"How to Choose an RIA Custodian: What Custodians Do and What to Ask","url":"https://advisoriq.com/practice/guides/choosing-an-ria-custodian/"},{"title":"Financial Advisor Technology Stack: What You Need, How It Connects and How to Budget","url":"https://advisoriq.com/practice/guides/advisor-technology-stack/"},{"title":"RIA Cybersecurity: Regulation S-P, Regulation S-ID and Practical Controls","url":"https://advisoriq.com/practice/guides/ria-cybersecurity-and-client-data-protection/"},{"title":"Marketing for Financial Advisors: How to Attract Clients","url":"https://advisoriq.com/practice/guides/marketing-for-financial-advisors/"},{"title":"SEC Marketing Rule for Advisors: Testimonials, Ratings and Performance","url":"https://advisoriq.com/practice/guides/sec-marketing-rule-for-advisors/"}],"notes":["No one's inputs or results appear in this record.","The result is a ceiling on households, not a forecast.","Practice management content is not eligible for CFP Board CE. CFP Board plans to allow up to five hours of it per cycle once its Q4 2027 changes take effect."],"url":"https://advisoriq.com/practice/calculators/advisor-capacity/","citation":"AdvisorIQ, as of 2026-10-20. https://advisoriq.com/practice/calculators/advisor-capacity/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}