Lucas David Kuchenberg

CFP

Form Wealth Advisors, LLC

27 Years of Experience

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Firm Information

Form Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

7 advisors

Number of Clients

773 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$932.3M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.50%
$500K - $1.0M	1.25%
$1.0M - $2.0M	1.00%
$2.0M - $4.0M	0.75%
$4.0M - $10.0M	0.50%
$10.0M - $20.0M	0.40%
$20.0M - $30.0M	0.30%
$30M+	0.20%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$1,000 - $4,000

FORM charges a flat fee for financial planning, ranging from $1,000 to $4,000 for engagements less than four weeks, or $1,000 per week for longer engagements. These fees may be negotiable. Portfolio management fees are tiered based on assets under management (see table above). Fees do not include third-party manager fees, accountant/attorney fees, or brokerage commissions.

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Areas of Practice

Financial Planning & CoachingTax PlanningInsurance PlanningEducation PlanningRetirement PlanningEstate PlanningBusiness OwnersInvestment Management

Advisor Information

Office location

431 Geneva National Ave S, Lake Geneva, WI, 53147-4881

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.