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
3 years
William Lauderdale is a CFP® professional with three years of industry experience, currently serving at Form Wealth Advisors, LLC. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and Primex Inc. Lauderdale has worked in various capacities outside finance, including roles at a restaurant and a country club. Form Wealth Advisors provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals, combining model allocations with individualized recommendations and offering event-driven 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
Wisconsin
FORM Wealth Advisors, LLC
2024 - Present (2 years)
Raymond James Financial
2023 - 2024 (1 year)
FORM Wealth Advisors
2022 - 2024 (2 years)
Raymond James Financial Services, Inc.
2022 - 2024 (2 years)
Primex Inc.
2021 - 2022 (1 year)
Franks Piggly Wiggly
2021 - 2021 (1 year)
Student
2020 - 2021 (1 year)
Pier 290 Restaurant
2020 - 2020 (1 year)
Student
2019 - 2020 (1 year)
Evergreen Country Club
2018 - 2019 (1 year)
Student
2017 - 2018 (1 year)
The Anchor
2017 - 2017 (1 year)
Unemployed
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Lake Geneva, WI
Kramer Investment Services, LLC
Series 66
Lake Geneva, WI
Spyrnal Financial Group
Series 63, Series 65
Lake Geneva, WI
Geneva Partners, LLC
Series 66
Lake Geneva, WI
Form Wealth Advisors, LLC
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