Adam Kierzek
FORM Wealth Advisors · Lake Geneva, Wisconsin
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | FORM Wealth Advisors |
|---|---|
| Based in | Lake Geneva, Wisconsin |
| Fee model | Percentage of assets |
| Assets under management | $1.06B across 2,724 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 7537426 |
| Exams passed | Series 66 (2023) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.formwealth.com |
How Adam's firm compares
- FORM Wealth Advisors's average account is about $388,000, from its Form ADV (assets managed divided by 2,724 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- FORM Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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