# Adam Kierzek

> Adam Kierzek is a fee-only financial advisor at FORM Wealth Advisors in Lake Geneva, Wisconsin, who holds the CFP credential. Adam charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/adam-kierzek/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** FORM Wealth Advisors
- **Based in:** Lake Geneva, Wisconsin
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $1.06B across 2,724 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7537426 (https://adviserinfo.sec.gov/individual/summary/7537426)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 66 (2023)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://www.formwealth.com/

## Frequently asked questions

### Is Adam Kierzek a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and FORM Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam charges a percentage of assets.

### Where is Adam Kierzek based?

Adam Kierzek is based in Lake Geneva, Wisconsin.

### What does Adam specialize in?

Adam's specialties include retirement planning, estate & legacy planning and tax planning. Adam works with retirees and pre-retirees.

### What credentials does Adam Kierzek hold?

Adam Kierzek holds the CFP credential.

### Is Adam Kierzek registered with the SEC?

Yes. Adam Kierzek is registered as an investment adviser representative in TX and WI (CRD 7537426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does FORM Wealth Advisors manage?

FORM Wealth Advisors reports $1.06B across 2,724 accounts in assets under management.

### How do I contact Adam Kierzek?

Through Adam's website, www.formwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7537426): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://formwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.