Entity Support

Form Your Entity. Structure It the Right Way.

As advisory firms grow, partner, merge, or prepare for succession, the right entity structure becomes more important. Advisor Legacy helps financial advisors form entities with clarity, compliance support, and a process built around the realities of advisory practices.

Whether you are a solo advisor, two-owner partnership, or multi-owner team, our entity support packages help you establish the legal and operational foundation your firm needs to build with confidence.

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Why Entity Structure Matters

Set Up Your Business Structure With Confidence.

The financial advisory landscape is shifting. More teams are consolidating, creating partnerships, and building firms that need durable ownership and operating structures.

Whether you are starting an independent firm, formalizing a partnership, or restructuring around a larger team, the entity you choose has long-term implications for operations, taxes, ownership, succession, and enterprise value.

Advisor Legacy’s turnkey entity support provides three service levels designed to build a strong legal and operational foundation while helping you avoid unnecessary complexity.

Clarify the right structure

We help you think through owner count, entity usage, documentation needs, and potential tax considerations before you form.

Coordinate key documents

Receive the entity documents and supporting items needed to establish a practical operating foundation.

Prepare for what comes next

Build a cleaner structure for partnership, transition, succession, future growth, or ownership changes.

Support Packages

Choose the Entity Support Level That Fits Your Firm

Select the package that matches your ownership structure and the level of formation support your practice needs.

Solo Advisor

Solo

For a single-owner advisor or holding company that needs a straightforward entity setup.

Up to 1 owner
Single-member entity or holding company
Entity documents
S-Corp election preparation
State registration and EIN application
2 consultation calls

$4,250

One-time fee per entity.

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Two Owners

Partner

For two-owner partnerships or multi-owner entities that need more collaboration and documentation support.

Up to 2 owners
Multi-owner entity
Entity documents
Up to 3 document revisions
3 consultation calls
Tax professional coordination

$6,995

One-time fee per entity.

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Multi-Owner Firm

Team

For larger teams forming a new multi-owner entity or restructuring an existing entity.

Up to 4 owners
Formation of one new multi-owner entity
Or restructuring of one existing entity
Up to 4 document revisions
4 consultation calls
Extended coordination timeline

$8,995

One-time fee per entity.

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Feature	Solo	Partner	Team
Owners	Up to 1 owner	Up to 2 owners	Up to 4 owners
Entity Usage	Single-member entity or holding company	Multi-owner entity	Formation of one new multi-owner entity or restructuring of one existing entity
Entity Documents	✓	✓	✓
IRS Form 2553 / S-Corp Election Preparation	✓	✓	✓
Document Revisions	1 revision	Up to 3 revisions	Up to 4 revisions
Consultation Calls	2 calls, up to 2 hours total	3 calls, up to 3 hours total	4 calls, up to 4 hours total
State Registration & EIN Application	✓	✓	✓
Tax Professional Coordination	✓	✓	✓
E-document Execution with Backup Storage	✓	✓	✓
Estimated Timeline	10 business days	30–90 business days, subject to collaboration	3–5 months, subject to collaboration
One-Time Fee	$4,250	$6,995	$8,995

Additional Owners

Additional owner support can be added when the entity includes more owners than the base package allows.