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 as the partner program rolls out. 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.