Joining is free. Here is how commissions work, what you need on file to be paid, and a simple setup for receiving them. Rates by service are shared on a short call with Edd.
A registered-agent service can set one up quickly. Many partners use WyomingAgents.com to get started and to act as their registered agent.
Once the LLC is active, open a dedicated business account so commissions never mix with personal funds. Mercury is a common online option for new businesses.
With setup handled, you are ready to refer. Commissions are paid only on fees the provider actually collects. Some services bill clients on an ongoing basis and others bill once, and your commission follows how each one bills. You can track your referrals in the partner portal.
The services linked above are third-party providers offered for convenience. WealthStream is not affiliated with them and this is not legal, tax, or financial advice. Choose what fits your own situation.
Depending on the service, your commission is paid either through WealthStream or directly by the provider under its own referral program, through your WealthStream tracking link. Either way, you are paid only on fees the provider actually collects, and your commission follows how each service bills. Rates by service are shared on a short call with Edd, before you make any introductions.
Many partners form their LLC through a registered-agent service and then open a business bank account once the LLC is active. Two commonly used options are WyomingAgents.com for the LLC and Mercury for the business account. Confirm what fits your state and situation with your own professional.
No. Joining WealthStream is free, with no fees and no product to buy. The only costs are the optional business setup above, which you own. If your professional rules limit referral fees, you can also simply introduce a client with no paperwork and no fee.
Last updated: August 2026