JS
CFP
Firm Information
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.
Areas of Practice
Financial Planning & CoachingTax PlanningInsurance PlanningEducation PlanningRetirement PlanningEstate PlanningBusiness OwnersInvestment Management
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Advisor Information
Office location
431 Geneva National Ave S, Lake Geneva, WI, 53147-4881
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Form Wealth Advisors, LLC
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
December 2021 - October 2024 · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
November 2021 - October 2024 · 2 yrs 11 mos
State Registrations2 states
TXWI
Advisor
Exams
No exam information available for this advisor.