FinCEN Filing for Advisors

Help Your Clients Stay Compliant with Confidence.

Empower Your Clients with Expert FinCEN Filing

As an advisor, managing FinCEN Beneficial Owner Information filings for multiple businesses can be time-consuming and complex. We handle the filing process so you can focus on providing strategic advice.

Simplified Compliance for Advisors

  • Initial Filing Requirements: Ensure your clients’ businesses meet federal requirements by filing ownership and control information within 30 days of formation.
  • Annual Updates: Manage updates efficiently to maintain compliance with evolving regulations.

Let us help you support your clients with confidence. Get Started today.

How Activate Law Can Help

Effortless Multi-Client Filing

Simplify FinCEN compliance for all your clients with our automated filing tools. Handle multiple reports efficiently without increasing your workload.

Reduce Errors and Protect Your Clients

Automated data validation, expert support, and client approval steps ensure every filing is accurate and compliant, reducing the risk of penalties.

Offer Secure, Professional Service

Use our secure file management system for secure client data storage and reporting, reinforcing trust and professionalism in your services.

Boost Revenue with Value-Added Compliance

Turn FinCEN compliance into a profitable, high-margin service while enhancing client satisfaction and retention.

Flexible Pricing for Advisors

We offer volume-based pricing to support your business needs. Whether you’re managing filings for a few clients or dozens, we’ll create a pricing structure that works for you.

Contact Us to Discuss Flexible Pricing Options

“Ryan was absolutely incredible. He was prompt in his responses and you could feel his genuine kindness and passion for his career with every encounter.”

Charlie Jones
Columbus, Ohio

Ryan provides clear, practical advice and will prioritize what’s best for your situation. Professional, approachable, and genuinely client-focused!

Mary Wiegand
Columbus, Ohio