Equip your clients.
Keep the relationship.
Formation gives fee-only RIAs, CPAs, and estate attorneys a read-only, entity-organized, fully-cited view of a client's whole financial life — no AUM take, no revenue share. You advise; we keep the books honest.
Fee-only RIAs
Advice-first, no commissions.
CPAs & tax pros
K-1s, multi-state, equity comp — already organized.
Estate attorneys
Entity-by-entity titling, in one place.
How it works
Your client runs Formation
Your client connects every custodian, entity, and account — organized the way their life is actually structured.
You get a read-only seat (coming soon)
An entity-organized, fully-cited dashboard — every figure traces to its source, and you can never move money or place a trade. Rolling out after launch.
A quarterly brief lands in your inbox (coming soon)
An auto-generated, citation-styled review PDF — a few pages your team uses without re-keying from a pile of statements. On the post-launch roadmap.
You advise. Formation never executes.
No AUM take, no revenue share, no selling your client into a fund. You keep the relationship; we keep the books honest.
The partner program
Concierge lead routing. You own the relationship.
$499
per qualified lead
$999
per confirmed meeting
$2,500
one-time setup
Setup waived for the first 5 launch design partners. No revenue share, no AUM take — you own the client relationship from introduction forward.
Join the partner waitlistWhy advisors partner with Formation
- Built for fee-only practices — no commissions, the way you already work.
- Clients arrive prepared: entity-organized, reconciled, and cited.
- You're equipped, not replaced — Formation is education-only.
- No AUM funnel. You own the client relationship from introduction forward.