# Jackson Burk

> Jackson Burk is a fee-only financial advisor at FORM Wealth Advisors in Lake Geneva, Wisconsin. Jackson charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/jackson-burk/
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
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8218728 (https://adviserinfo.sec.gov/individual/summary/8218728)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2026)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://www.formwealth.com/

## Frequently asked questions

### Is Jackson Burk a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jackson 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 Jackson charge for financial advice?

Jackson charges a percentage of assets.

### Where is Jackson Burk based?

Jackson Burk is based in Lake Geneva, Wisconsin.

### What does Jackson specialize in?

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

### Is Jackson Burk registered with the SEC?

Yes. Jackson Burk is registered as an investment adviser representative in WI (CRD 8218728), 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 Jackson Burk?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8218728): 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.