PlannerFees

Form Wealth Advisors, LLC fees and pricing

Financial planner in Lake Geneva, Wisconsin. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 11, 2026, Form Wealth Advisors, LLC charges a flat or project fee of $1,000⁠-⁠$4,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,000⁠-⁠$4,000
“The set fee is based largely on the expected scope of the engagement, with a one-time meeting to discuss financial plans set at $1,000 and a maximum planning fee of $4,000 for an expected four weeks of work.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Form Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “These fees may be negotiable on a case-by-case basis if a client’s needs fall outside the usual scope of FORM’s weekly financial planning services.”
  • “Billing Clients will be billed monthly in arrears for their Financial Planning Fees.”
  • “Bills are expected to be sent out at the beginning of the month following the month in which services are rendered.”

How Form Wealth Advisors, LLC’s fees compare

  • Its flat or project fee of $1,000-$4,000 spans the Wisconsin median of $3,000. 32% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Form Wealth Advisors, LLC

“The firm engages in wealth management services in addition to providing investment advice.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Tyson Ray
  • Firm size: 16 employees.
  • Credentials named in the brochure: CFP®, ChFC®, and CFA.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Clients
771
Employees
16
Works with
Individuals, high net worth individuals, business development companies, pension and profit sharing plans, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
Assets managed
$1,055,571,284
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
326519
Website
instagram.com/formwealthadvisors (opens in new tab)
Phone
(262) 686-3005

Can advise clients in 13 states: Alabama, Arizona, California, Colorado, Florida, Illinois, Minnesota, North Carolina, Nebraska, New Hampshire, Texas, Washington, Wisconsin

Other planners in Lake Geneva that publish fees

Compare all 198 planners in Wisconsin

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