Tyson Ray is a CFP-designated registered investment advisor at Form Wealth Advisors, LLC, based in Lake Geneva, WI, with 28 years of industry experience. Tyson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 773 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
Location
431 Geneva National Ave S, Lake Geneva, WI, 53147-4881
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Regulatory History
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 →Other Business Activities
Tyson is the Board Chairman and Founder of Children's World Impact, a non-profit organization, and a Founding Partner and Branch Manager at FORM Wealth LLC. He is also an author and consultant for The Total Relationship, and a trustee managing assets in his spouse's irrevocable trust.
Employment History
Current Registrations
Form Wealth Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
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