FORM Wealth Advisors

FORM Wealth Advisors at a glance

• One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
• 8 advisors are listed here; 6 of 8 hold the CFP.
• Its Form ADV reports 17 employees and 771 individual clients, 142 of them high net worth.
• Its average account is about $388,000 (assets it manages divided by its 2,724 accounts).

Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin

Facts

FORM Wealth Advisors fees

FORM Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (8)

• Adam Kierzek

  CFP

• Brayden Zettle

  CFP

• Jackson Burk

• Jesse Schrock

  CFP

• Lucas Kuchenberg

  CFP

• Tyler Rima

• Tyson Ray

  CFP

• William Lauderdale

  CFP