Advisor at Form Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Form Wealth Advisors, LLC
Location
Lake Geneva, WI 53147-4881
Credentials
CFP®, Series 66
Industry experience
4 years
Brayden Zettle is a CFP® professional with four years of experience in financial advising. He is currently with Form Wealth Advisors, LLC, where he has worked since 2021, and previously held positions at Raymond James Financial Services. Form Wealth Advisors, LLC serves individual clients, trusts, business entities, and retirement plans with investment advisory and wealth management services. The firm employs a rule-based investment process tailored to client goals and offers services including discretionary portfolio management, event-based financial planning, and retirement plan consulting.
Based on Form Wealth Advisors, LLC
Based on Form Wealth Advisors, LLC
Flat fee for financial planning services: $1,000 - $4,000 for short engagements; $1,000 per week for longer engagements.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $8,000,000: 0.75% $8,000,001 - $18,000,000: 0.50% $18,000,001 - $28,000,000: 0.40% $28,000,001 - $38,000,000: 0.30% $38,000,001 - >$38,000,000: 0.20%
Fee-only: Financial Planning Services flat fees from $1,000 to $4,000 for engagements less than 4 weeks; $1,000 per week for longer engagements, negotiable.
431 Geneva National Ave S
Lake Geneva, WI 53147-4881
Texas · Wisconsin
FORM Wealth Advisors, LLC
2024 - Present (2 years)
Raymond James Financial
2022 - 2024 (2 years)
Raymond James Financial Services, Inc
2021 - 2024 (3 years)
Form Wealth Advisors
2021 - 2024 (3 years)
Raymond James Financial Services, Inc
2021 - 2021 (1 year)
Adams Power
2021 - 2021 (1 year)
University Of Wisconsin-Whitewater
2020 - 2021 (1 year)
Pizza Hut
2020 - 2020 (1 year)
University Of Wisconsin-Whitewater
2019 - 2020 (1 year)
Colony Brands
2019 - 2019 (1 year)
University Of Wisconsin-Whitewater
2018 - 2019 (1 year)
Colony Brands
2018 - 2018 (1 year)
Klondike Cheese Company
2017 - 2017 (1 year)
Monroe High School
2014 - 2018 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Delavan, WI
Dylan Lund Financial, LLC
The financial world is complex. There are many decisions you have to make on a constant basis. What I do at Dylan Lund Financial, LLC is advise you on those decisions. Together we make a plan on what you want to accomplish with life, and I help figure out how we can achieve those goals. Goals could include buying a new house, paying for your child's education, retiring early, or some other goal. We will take a holistic approach to your finances to ensure that we do not overlook any areas of opportunity. After analyzing your finances, we come up with a plan with actionable steps to achieve your goals. We will continue working together checking the progress of your goals and updating your goals as your life changes. With this constant focus on making good financial decisions, we will get you ever closer to living your ideal life. Outside of this business, I spend most of my time with my wife raising our two young boys. We try to go on little day vacations with the family and live a healthy life.
Series 65
Richmond, IL
Dream Weaver Financial Planning LLC
Series 65
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Kramer Investment Services, LLC
Series 66
Lake Geneva, WI
Spyrnal Financial Group
CFP®, Series 66
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Form Wealth Advisors, LLC
Series 63, Series 65
Lake Geneva, WI
Geneva Partners, LLC
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