Top entity structure planning (LLC, S-Corp) financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might need an advisor focused on entity structure planning if you're deciding how to set up or reorganize your business as an LLC or S-Corp to optimize taxes and legal protections. A common mistake is choosing a structure without fully understanding how it affects your personal liability and tax obligations.
- Tax implications clarity. Confirm how the advisor explains the tax differences between LLCs and S-Corps and their impact on your personal and business returns.
- State-specific rules. Entity laws vary by state; ask how they navigate your state's regulations to keep your business compliant.
- Ongoing compliance support. Setting up is just the start—check how they help with annual filings and changes to keep your structure effective.
- Integration with personal finances. Ensure they consider how your business structure interacts with your overall financial picture, including retirement and estate planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew F
Series 65
North Haven, CT
Morrissey Wealth Management LLC
Matthew Fernandez specializes in entity structure planning for LLCs and S-Corps, making him capable of guiding business owners through tax and legal considerations in this area. Operating from Morrissey Wealth Management LLC in North Haven, CT, he offers flat-fee and hourly pricing, serves mid-career professionals and executives, and integrates investment management with financial planning, distinguishing him from advisors focused solely on entity setup.
Experience: 1 year
Avg account: $1,025,064
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Carlos C
CFP®, Series 63, Series 65
Austin, TX
Valtrion Capital Management, LLC
Carlos Castro specializes in entity structure planning for LLCs and S-Corps, offering clear guidance on tax implications and business ownership considerations. Based in Austin, TX, he brings 18 years of experience and provides flat-fee financial planning through Valtrion Capital Management, which serves high-net-worth clients with tailored investment management and retirement planning, distinguishing him with a comprehensive approach to integrating business and personal finances.
Experience: 18 years
Avg account: $1,528,220
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Derek F
CFP®, Series 66
Stillwater, MN
Edward Jones
Derek Fisher specializes in entity structure planning for LLCs and S-Corps, making him well-suited to assist with optimizing your business setup for tax and legal benefits. With eight years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he also offers expertise in retirement plans for business owners and business succession, providing a broader scope of financial planning beyond entity structuring.
Experience: 9 years
Avg account: $246,728
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Richard P
Series 63, Series 65
Forked River, NJ
Davidson Wealth Management LLC
Richard Prozzo's 36 years of experience and focus on entity structure planning make him well-equipped to assist with LLC and S-Corp decisions, especially for business owners. His firm, Davidson Wealth Management LLC, offers flat-fee financial planning and serves high-net-worth individuals and business entities, providing integrated asset management and retirement plan consulting that complements entity structuring needs.
Experience: 37 years
Avg account: $745,212
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Jori G
VerifiedSeries 7, Series 63, Series 65, Series 24
New York, NY
Guzhuna Asset Management
Jori Guzhuna specializes in entity structure planning for LLCs and S-Corps, offering expertise in tax planning and business sale tax strategies tailored for entrepreneurs and executives. Based in New York, he operates Guzhuna Asset Management with a flat-fee model ranging from $1,000 to $25,000, emphasizing risk management and advanced investment strategies, which distinguishes him from advisors with more traditional approaches or commission-based fees.
Experience: 2 years
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