Top advisors focused on entity structure planning (llc, s-corp) in the US
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 need an advisor focused on entity structure planning when you're deciding how to set up or reorganize your business to optimize taxes and legal protections. The biggest mistake is choosing a structure without fully understanding how it affects your tax obligations and personal liability.
- Tax implications clarity. Ask how they evaluate the tax pros and cons of LLC versus S-Corp for your specific income and business type.
- Legal protection insight. Confirm they explain how each structure shields your personal assets from business risks.
- Ongoing compliance guidance. Find out how they help you manage state filings, payroll taxes, and other requirements tied to your entity choice.
- Exit strategy alignment. Discuss how your business structure supports your plans for selling or passing on the company.
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, helping business owners understand the tax and legal implications of LLC and S-Corp setups. Operating from Morrissey Wealth Management LLC in North Haven, CT, he offers flat-fee and hourly pricing, serving mid-career professionals and executives with a focus on retirement and income planning alongside business structuring.
Experience: 0 years
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, offering expertise in LLC and S-Corp setups to optimize tax and legal protections for business owners. With 18 years of experience and CFP® certification, he provides flat-fee financial planning through Valtrion Capital Management, serving individual and high-net-worth clients with tailored asset allocation and discretionary investment management, distinguishing him from advisors with less comprehensive firm support or fee transparency.
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, including LLC and S-Corp setups, making him well-suited for business owners seeking optimized tax and legal frameworks. With eight years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he also offers expertise in business succession and retirement plans, providing comprehensive support beyond entity selection.
Experience: 8 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 extensive 36 years of experience and focus on entity structure planning make him well-equipped to guide business owners through LLC and S-Corp decisions, emphasizing tax implications and legal protections. Operating from Forked River, NJ, he offers flat-fee financial planning with fees ranging from $1,000 to $10,000, serving a diverse client base including high-net-worth individuals and business entities, which distinguishes him from advisors with narrower client scopes.
Experience: 36 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, offering expertise in LLC and S-Corp setups tailored for entrepreneurs, executives, and self-employed professionals. His firm provides flat-fee and AUM-based pricing, emphasizing risk management, tax mitigation, and advanced investment strategies. Located in New York, he stands out by integrating institutional-grade investment approaches with personalized wealth management for high earners and multi-generational families.
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