The Equity Architect

Run the numbers before you act.

Purpose-built calculators for the decisions that move the biggest dollars in a tech-comp career. Free, instant, and grounded in current tax law.

Try the AMT CalculatorBook an Equity Strategy Call
Illustration of the AMT safe exercise calculator: a digital readout showing a share count result, a rising trend tile, and a highlighted AMT rate badgeSAFE EXERCISE SHARES12,480Show my number28%AMT RATEFMV VS STRIKE

Find your AMT safe exercise number

Enter your income, strike price, and current fair market value. We'll show the share count you can exercise this year without triggering Alternative Minimum Tax.

Illustration of the AMT safe exercise calculator showing a share count result

ISO AMT Calculator

Have multiple grants at different strike prices? This calculator handles one at a time — talk to a CFP® for help weighing them together.

Your AMT results

Fill in your income and ISO grant details to see how many shares you can exercise before AMT.

More calculators coming soon

RSU withholding, concentration risk, and financial-independence tools are on the way.

Important disclosures

Mitchell Ludwig is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Adviser Representative of Carolina Wealth Partners. Securities are offered through United Planners Financial Services, Member FINRA/SIPC. Carolina Wealth Partners and The Equity Architect are separate entities. Jon Ludwig is a Series 65–registered Investment Adviser Representative and promoter.

All content on this page is for informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Examples, illustrations, and client archetypes are composite in nature and do not represent any specific client. All tools and calculators are estimates only. Consult a qualified tax advisor or CFP® professional before making any financial decisions.

All marketing content is reviewed and approved by United Planners compliance in accordance with SEC Marketing Rule (Rule 206(4)–1). Past performance is not indicative of future results.