# William Lauderdale

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

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

## Facts

- **Firm:** FORM Wealth Advisors
- **Based in:** Middleton, 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:** 7546135 (https://adviserinfo.sec.gov/individual/summary/7546135)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2023)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://www.formwealth.com/

## Frequently asked questions

### Is William Lauderdale a fee-only financial advisor?

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

William charges a percentage of assets.

### Where is William Lauderdale based?

William Lauderdale is based in Middleton, Wisconsin.

### What does William specialize in?

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

### What credentials does William Lauderdale hold?

William Lauderdale holds the CFP credential.

### Is William Lauderdale registered with the SEC?

Yes. William Lauderdale is registered as an investment adviser representative in WI (CRD 7546135), 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 William Lauderdale?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7546135): 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.