Brayden Zettle
FORM Wealth Advisors · Lake Geneva, Wisconsin
Brayden Zettle is a fee-only financial advisor at FORM Wealth Advisors in Lake Geneva, Wisconsin, who holds the CFP credential. Brayden charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.
Request an introduction to Brayden →
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 7436171 |
| Exams passed | Series 66 (2022) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.formwealth.com |
How Brayden's firm compares
- FORM Wealth Advisors's average account is about $388,000, from its Form ADV (assets managed divided by 2,724 accounts).
Request an introduction to Brayden
Tell Brayden a little about what you're looking for. Brayden isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brayden
Is Brayden Zettle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brayden 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 Brayden charge for financial advice?
Brayden charges a percentage of assets.
Where is Brayden Zettle based?
Brayden Zettle is based in Lake Geneva, Wisconsin.
What does Brayden specialize in?
Brayden's specialties include retirement planning, estate & legacy planning and tax planning. Brayden works with retirees and pre-retirees.
What credentials does Brayden Zettle hold?
Brayden Zettle holds the CFP credential.
Is Brayden Zettle registered with the SEC?
Yes. Brayden Zettle is registered as an investment adviser representative in TX and WI (CRD 7436171), 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 Brayden Zettle?
Through Brayden'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.
See something wrong? Request a correction. Read our methodology.