Everhour Time Tracking captures advisory work by client, task, and project so billable records stay ready for review.
Enter your time in and out for each day. Overtime and gross pay are calculated automatically.
| Day | Time In | Break Start | Break End | Break | Time Out | Total |
|---|
The calculator gives you the number — Everhour takes it from there.
One click and you're timing. Start a timer, add an entry, edit the details. This is exactly how it feels in Everhour.
Set a budget, assign rates, and get alerted before you're over.
Measurement
Track your budget through time or costs
Every report you need — configured your way, always up to date.
Tracked hours flow straight into a polished invoice — no copy-paste, no manual math.
Use this page to organize billable hours around the actual work of financial advice: client meetings, planning analysis, recommendations, implementation, monitoring, investment research, and follow-up. A useful record shows the client, service area, date, time spent, billable status, and short work description. For a financial advisor, "retirement plan review, 1.4 hours" says more than "client work."
The same structure also handles non-billable work. Many advisors spend substantial time on marketing, seminars, networking, and prospect conversations. Track that time separately from client delivery so you can see where the week went without mixing prospecting into invoiceable client records. A clean tracker separates billable planning work from business development, internal administration, and general research.
Financial advisor time records work best when they mirror the services clients recognize. Common categories include investments, insurance, mortgages, estate planning, taxes, and retirement. Those categories help you review profitability by service line and explain charges when a client asks what happened inside a billing period.
Workflow stage matters too. CFP Board practice standards describe financial planning through seven steps: understanding the client, selecting goals, analyzing current and alternative courses, developing recommendations, presenting recommendations, implementing recommendations, and monitoring or updating progress. A tracker that captures the stage gives each entry context. For example, "analyzed retirement cash-flow alternatives" belongs in a different bucket than "presented recommendations."
Financial advisor work uses qualitative and quantitative client data, including goals, risk tolerance, income, expenses, cash flow, assets, liabilities, taxes, insurance, estate plans, and retirement accounts. Time entries should identify the work without storing sensitive detail in the notes field. Write "estate planning document review" instead of copying account values, tax identifiers, health details, or family information into a time record.
Confidentiality and privacy duties make client-linked notes sensitive business records. U.S. businesses handling personal information must also avoid unfair or deceptive practices under Section 5 of the FTC Act, and FTC guidance says companies keeping sensitive personal information should collect only what they need, protect it, and dispose of it securely. For time tracking, that means useful descriptions, limited personal detail, and controlled access.
A free one-off tracker works for a solo advisor who needs a weekly total, a simple client-by-client recap, or a quick invoice support sheet. It is enough when the work is low volume, the billing method is straightforward, and the record does not need approvals, locked periods, or recurring reports.
A managed workflow fits when multiple advisors, analysts, or support staff contribute to the same client relationship. Everhour can capture time through timers or manual entries, connect hours to tasks and projects, and feed timesheets, reporting, budgeting, invoicing, and payroll review. Admin controls such as approvals, locked periods, reminders, and timer rules help keep billing records consistent before they leave the practice.
This content is for general information only, may not be fully up to date, and is provided without any warranty or liability.
High Performer
G2
Summer 2026
Best Ease Of Use
Capterra
Summer 2026
Rated in the top time trackers across G2, Capterra, and TrustRadius — with consistent praise for ease of use, integrations, and support.
Billable advisory time usually includes client meetings, planning analysis, investment research tied to a client, recommendation development, implementation support, monitoring, and scheduled review work. Prospecting, seminars, networking, and general marketing are usually tracked as non-billable business development unless a client agreement states otherwise.
Annual reviews deserve a separate category when they are part of ongoing service. Advisors usually meet each client at least once a year after funds are invested to update investments and adjust the plan. Separate review time helps distinguish recurring monitoring from new planning, implementation, and ad hoc client questions.
Time entries should avoid unnecessary client financial details. A practical note names the work performed, such as "tax projection review" or "retirement goal update," without listing income, account balances, estate terms, or insurance specifics. Client-linked time records are sensitive because advisory work uses private financial and personal information.
The same tracker can support hourly, flat, asset-based, performance-based, or commission-related advisory work, but the purpose changes. Hourly work uses time records to support direct billing. Asset-based or flat-fee work uses time records to analyze service effort, staffing, client profitability, and whether the fee schedule matches the work delivered.
A client meeting in the evening or on a weekend does not automatically require a different billing rate. The billing treatment comes from the advisor's fee agreement, policy, or contract. For employees, the FLSA does not require overtime premium pay solely for Saturday, Sunday, holiday, or rest-day work unless weekly overtime rules apply or another law or agreement requires it.
Everhour Time Tracking lets advisors record task and project hours with live timers or manual entries, then route those entries into timesheets, reports, budgets, invoices, and payroll review. Teams can track client work inside supported project tools or use Everhour's own projects and tasks.
Everhour Timesheets let managers approve, reject, partially approve, and lock submitted time before billing or payroll review. That approval flow helps a practice catch missing entries, unusual daily totals, and late changes before client-facing invoices or internal reports use the records.
Track client work as it happens, then review approved time before billing. Everhour Time Tracking connects advisor hours to tasks, timesheets, reports, and invoices for cleaner billing records.
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