William Lauderdale
FORM Wealth Advisors · Middleton, Wisconsin
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.
Request an introduction to William →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | FORM Wealth Advisors |
|---|---|
| Based in | Middleton, Wisconsin |
| Fee model | Percentage of assets |
| Assets under management | $1.06B across 2,724 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 7546135 |
| Exams passed | Series 66 (2023) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.formwealth.com |
How William'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 William
Tell William a little about what you're looking for. William 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 William
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.
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.