FORM Wealth Advisors Salary

FORM Wealth Advisors Salary

How much does the FORM Wealth Advisors Pay for employees?

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As of August 2026, the average annual salary for employees at FORM Wealth Advisors in the United States is $85,755. This translates to an approximate hourly wage of $41. Salaries at FORM Wealth Advisors typically range from $75,223 to $97,185 annually, reflecting the diverse roles and experience levels within the company. FORM Wealth Advisors’s salaries are influenced by a wide range of factors including job role, department, years of experience, and location.
DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.

How Much Does FORM Wealth Advisors Pay for Different Roles?

Explore detailed salary information for specific jobs at FORM Wealth Advisors. The table below outlines the annual salary ranges for popular roles within the company, helping you benchmark potential earnings. Use 'View by Card/Table' option to find the data most relevant to your career path.
DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.
How accurate does the salary look to you?

Current Job Openings at FORM Wealth Advisors

Ready for your next career move? Explore current job openings at FORM Wealth Advisors. Use the search tool below to find available positions by title and location and apply directly to start your career.

Is FORM Wealth Advisors’s Pay Competitive? Salary Benchmarking Analysis

How does FORM Wealth Advisors’s compensation stack up against the market? This analysis visualizes their annual average salary compared to its industry benchmark and key peer companies.
Peer Company & Industry Benchmarking
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90k
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Average Salary ($/year)
FORM Wealth Advisors
Financial Services
Akamai Investment Advisors
Future Value Associates Ltd
Industry Comparison
Our data shows that, on average, compensation at FORM Wealth Advisors is below the average for the U.S. Financial Services industry by approximately 29%. This positioning suggests their pay is below the market average within their sector.
Peer Company Comparison
To provide a broader market perspective, we compared FORM Wealth Advisors average annual salary with several similar companies. FORM Wealth Advisors average salary of $85,755 is higher than Akamai Investment Advisors, which has an average salary of $85,513. It is lower than Future Value Associates Ltd, with their average salary at $101,894. This places FORM Wealth Advisors in a mid-range position among its peers.
See Your True Competitors
The companies behind the question marks could be hiring your best people. Don't operate with incomplete data. Unlock your full competitive view with Salary.com for Business to precisely benchmark salaries, benefits, and more against your true competitors.

How FORM Wealth Advisors's Salaries Compare to Similar Companies?

Explore companies in the same industry to compare average salaries, benefits, and career opportunities with those at FORM Wealth Advisors. Click a company name to learn more.

Employee Reviews: Working at FORM Wealth Advisors

Considering a career at FORM Wealth Advisors? Explore authentic employee reviews to learn about the work environment, career growth opportunities, pay transparency and benefits. These first-hand insights can help you set realistic compensation expectations and make informed career decisions.
Professional membership fees are covered. Weekly check-ins prevent surprises during reviews. Ethical practices and transparency build trust, and it’s rewarding to work for a firm that prioritizes long-term client satisfaction over short-term gains. Cybersecurity training keeps us all vigilant. The commitment to ethical financial practices here is unwavering, creating a strong sense of pride and tr...
Commented in March 07, 2025
41
3
Team collaboration is strong, and every contribution matters. Training consistency varies between departments. Leadership encourages creative problem-solving and regularly implements employee suggestions for process improvements. The environment makes it easier to succeed. Meetings are regular and productive, though they can feel repetitive.
Commented in March 01, 2025
45
0
There’s a lot of attention to detail, and people care about doing things right. Collaborative culture with strong emphasis on professional development. Competitive salary and benefits package. Advancement opportunities are limited but clearly communicated. Processes could benefit from periodic reevaluation and simplification.
Commented in February 06, 2024
43
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FORM Wealth Advisors Overview

Website
www.formwealth.com
Founded In
2001
Employees
<25 employees
Industry
Financial Services
Headquarter Address
431 Geneva National Ave S Lake Geneva Wisconsin WI 53147
Revenue
<$5 Million
Phone Number
+1 2626863005
Social Media
About FORM Wealth Advisors
We Manage Money Differently. We help you to plan your cash flow needs 12 to 24 months in advance and then build a cash reserve account to fund those needs in advance. This avoids having to sell long-term investments in a short term down market. Other advisors liquidate assets when their client calls, not realizing the benefit of planning ahead and avoiding the need to sell when the market is down.

What Benefits Does FORM Wealth Advisors Offer Beyond Salary?

A competitive compensation package is more than just a salary. FORM Wealth Advisors offers a comprehensive benefits package designed to support your health, financial future, and overall well-being. Below are the most common key benefits:
Social Security
401(K)
Disability
Healthcare
Pension
Time Off (days)
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What Is the Cost of Living Near Milwaukee?

Understanding the cost of living near Milwaukee is key to truly evaluating a salary offer or your current compensation at FORM Wealth Advisors.
Milwaukee's Cost of Living Index is approximately 85.9 (14.1% less expensive than US average; 9.4% less than WI average). Largest WI city, Lake Michigan, affordable housing. MCTS bus, The Hop streetcar (free). When planning your budget based on a salary from FORM Wealth Advisors, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $950 - $1,400+ A significant portion of FORM Wealth Advisors salary. Location choices impact this heavily.
Utilities (Basic) $130 - $220 Electricity, Heating, Cooling, Water etc.
Public Transportation $72 (MCTS monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $390 - $570 Can be higher with more dining out or specialty stores.
Personal & Leisure $380 - $700+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $370 - $690+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $2,292 - $3,582+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of FORM Wealth Advisors

1. What is the estimated average total compensation at FORM Wealth Advisors?

Salary.com estimates that the average total compensation package at FORM Wealth Advisors, which can include base salary, potential bonuses, and benefits, is around $85,755 annually . Total compensation provides a more holistic view of an employee's earnings.

2. How much does FORM Wealth Advisors pay compared to Akamai Investment Advisors?

The average annual salary at FORM Wealth Advisors is $85,755, or an hourly wage of $41, in comparison to Akamai Investment Advisors which pays $85,513 per year or $41 per hour.

3. Do salaries differ significantly between departments at FORM Wealth Advisors?

Yes, salaries often differ between departments at FORM Wealth Advisors due to varying market demand for specific skill sets and the nature of the roles. For example, technical roles in Engineering or IT may command different salary ranges compared to roles in Marketing or Human Resources.

4. What's the typical salary progression for an employee moving from an entry-level to a senior role at FORM Wealth Advisors?

Salary progression from an entry-level to a senior role at FORM Wealth Advisors can be significant, often involving several promotions and substantial pay increases. For example, an entry-level Analyst might see their salary potentially double or more as they progress to a Senior Manager or Director position over several years, assuming strong performance and development.

5. How can I determine if a salary offer from FORM Wealth Advisors in Milwaukee is fair given the local cost of living?

To determine if a salary offer from FORM Wealth Advisors in Milwaukee is fair, first compare the gross salary to our data for similar roles at FORM Wealth Advisors and its competitors (see our similar company salaries section) . Then, critically, use our "Cost of Living Insights for Milwaukee" to understand its purchasing power.

6. Are promotions at FORM Wealth Advisors usually accompanied by a significant salary increase?

Yes, promotions at FORM Wealth Advisors are generally accompanied by a salary increase. The amount of the increase typically reflects the greater responsibilities, skills, and scope of the new role. The percentage increase can vary widely depending on the level of promotion and the company's compensation structure.

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