Jesse Schrock
FORM Wealth Advisors · Lake Geneva, Wisconsin
Jesse Schrock is a fee-only financial advisor at FORM Wealth Advisors in Lake Geneva, Wisconsin, who holds the CFP credential. Jesse 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 7407967 |
| Exams passed | Series 66 (2021) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.formwealth.com |
| Profile |
How Jesse'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 Jesse
Is Jesse Schrock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jesse 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 Jesse charge for financial advice?
Jesse charges a percentage of assets.
Where is Jesse Schrock based?
Jesse Schrock is based in Lake Geneva, Wisconsin.
What does Jesse specialize in?
Jesse's specialties include retirement planning, estate & legacy planning and tax planning. Jesse works with retirees and pre-retirees.
What credentials does Jesse Schrock hold?
Jesse Schrock holds the CFP credential.
Is Jesse Schrock registered with the SEC?
Yes. Jesse Schrock is registered as an investment adviser representative in TX and WI (CRD 7407967), 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 Jesse Schrock?
Through Jesse'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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