Advisor Program (White-Label)

Offer Self-Directed IRA LLC formations under your own brand while we handle the backend filings, EIN, operating agreement, and first-year compliance.

Who this program is for:

Licensed professionals and qualified accounting/bookkeeping firms that want to add IRA-LLC formation as a service without building a back office.

What’s included in every setup:

• • • • • • State LLC formation (client’s chosen state)

          • IRS EIN application & confirmation

          • Customized Operating Agreement (IRA-LLC)

          • LLC Record Book – Membership Certificates, Binder, Seals , Ledger

          • Registered Agent & compliance support – first year included

Our wholesale pricing to you:

• • • • • $795 per setup (includes first year of RA & compliance)

        • $495/year thereafter + applicable state filing fees (invoiced to you ~90 days prior)

        • State fees at cost (estimated at order; any variance is trued-up

Payment terms: Provider pays at order (card/ACH). We never invoice your client.
MAP: Please do not publicly advertise IRA-LLC setup below $1,495. Private quotes/bundles are fine.

How you can price to clients (examples):

Standard Retail — $1,495 setup; renewal $495/yr + state fees.

Premium White-Glove — $1,795–$2,295 setup; renewal $495/yr + state fees (add your advisory/time).

Bundle/Pass-Through — $1,495 including first state filing fee; renewal $495/yr + state fees.

Optional add-ons you can offer:

• • • • • Expedited state filing (where available)

        • Additional state RA / foreign qualification

        • Amendments / name changes

        • Advisory packages (education, compliance check-ins)

How the workflow & billing work:

1) You submit the order — short form (client details, state, desired name, expedite if needed); pay at submit.

2) We file and keep you updated — Articles filed, EIN requested, operating agreement prepared.

3) You deliver the packet to your client — fully white-label.

4) Annual renewal — we invoice you 90 days prior to due date: $495 + state fees, you bill your client per your pricing policy.

Eligibility:

• • • • • • A current business license (city, county, or state), or a

          • Professional License – Attorney, CPA, CFP, RIA

          • We may request additional documentation to verify business status.

          Relationship: Enrollment as an Advisor does not create a partnership, joint venture, franchise, or agency. Advisors are independent contractors responsible for setting their own pricing and client communications. No legal/tax advice is provided by Self Directed IRA LLC.

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