Partner program

Join the Formation partner waitlist.

Formation is recruiting a small group of fee-only RIAs, CPAs, and estate attorneys to receive curated client referrals at launch. Tell us about your practice and we'll be in touch within two weeks.

Partner program · Waitlist

Join the partner waitlist.

Formation is recruiting a small group of fee-only RIAs, CPAs, and estate attorneys to receive curated client referrals at launch. Two channels, both exclusive — we route one prospect to one advisor at a time, no list-broker shuffle:

$499

Concierge referral

Per qualified lead — Formation makes the introduction. You handle the outreach + booking.

$999

Concierge meeting

Per confirmed meeting — Formation makes the introduction AND books the meeting on your calendar. No-shows are free.

$2,500

One-time setup

Covers your bio + photo on formationmoney.com and the automated lead-routing infrastructure tailored to your ICP, geography, and capacity. Waived for the first 5 launch design partners.

Plus a free Formation seat for you while you're in the program. Tell us a little about your practice and we'll be in touch within two weeks.

First name *

Last name

Email *

Firm name

Role

Specialty

Notes (optional, 200 chars)

We'll be in touch within two weeks with the partner overview deck and design-partner timing.