# Advisor Capacity Calculator: How Many Households Can You Serve?

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
Address: https://advisoriq.com/practice/calculators/advisor-capacity/

## 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%.

## 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.

## Sources

- Kitces.com, Mark Tenenbaum: Why teams (not tech) consistently reduce administrative burdens, make advisors happier, and boost revenue, checked 2026-10-20: https://www.kitces.com/blog/financial-advisor-technology-wellbeing-research-hiring-efficiency-automation/
- Kitces.com: The latest in financial #AdvisorTech (August 2025), checked 2026-10-20: https://www.kitces.com/blog/the-latest-in-financial-advisortech-august-2025-nitrogen-ai-meeting-notes-tool-notetaker-tech/

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## Cite as

AdvisorIQ, as of 2026-10-20. https://advisoriq.com/practice/calculators/advisor-capacity/

License: https://advisoriq.com/license/