Team Overview
2026 YTD · 67 New Plans2026 YTD Revenue
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2026 YTD Plans
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New clients closed
Existing AUM
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Brought into plans
Est. Annual Flow
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New contributions
YTD vs 2025 Same Period
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Plan Types YTD
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All plans accounted for
Plans Sold by Month all years
2023–2026Monthly Revenue all years
2023–2026Revenue by Consultant 2026 YTD
Quarterly Revenue
2023–2026Year-over-Year Summary
2026 Full-Year Projection based on YTD growth vs 2025
+29.8% rev · +37.2% plans
◼ Actual ◻ Projected — remaining months follow the 2025 monthly pattern, scaled to 2026's current pace
2026 Consultant Projections individual year-end pace
YTD pace × remaining 2025 months
Projected Full-Year Plans
Projected Full-Year Revenue
Manager estimates based on YTD performance and rep knowledge (Chad 85 · Justin 60 · Mark 26 · Devin 50). Devin is in his first full year.
Consultant Performance
Individual BreakdownLeaderboard
2026 YTDRevenue by Rep
2026 YTDPlans by Rep
2026 YTDMonthly Plan Volume by Rep 2025 full year
Monthly & Quarterly Trends
Timing AnalysisMonthly Revenue — All Years
2023–2026Quarterly Revenue
2023–2026Monthly Plan Count
2024 vs 2025 vs 2026Monthly Revenue Detail
Financial Advisors
Partner AnalysisTop Advisors by Revenue
2026 YTDAdvisor Revenue
2026 YTDTop Advisors by Plans Sold
2026 YTDAll Advisor Details
2026 YTDRecordkeepers / Products
Platform AnalysisRevenue by Recordkeeper
2026 YTDRecordkeeper Detail
2026 YTDRK Sales by Consultant
2026 YTDLive Projections
Scenario ModelingProjected Full-Year Revenue
Jan – Dec · Actual + Projected vs Prior YearsProjected Full-Year Plans Sold
Jan – Dec · Actual + Projected vs Prior Years