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.
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Advice-first, no commissions.
K-1s, multi-state, equity comp — already organized.
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
An entity-organized, fully-cited dashboard — every figure traces to its source, and you can never move money or place a trade.
A meeting brief before every call
What changed since you last spoke, assembled and printable — a few pages your team uses without re-keying from a pile of statements. Every prompt is a question; Formation observes, you advise.
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.
Why 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.