Chad Wesley Holmes
CFP®Professional Summary
Chad Wesley Holmes, CFP® is a registered financial advisor currently at FORMULA WEALTH located in Fairhope, Alabama and WPWEALTH LLP located in Fairhope, Alabama. Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Chad has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Health Care & Long-Term Care Planning
- Estate & Legacy Planning
- Social Security & Medicare Planning
- Tax Planning
- Financial Planning
- Risk Management & Insurance
- Retirement Planning
- Education Funding
Specializations
Biography
At Formula Wealth, our specialty is giving people confidence they're on the right path and doing the right things with their assets. If they're not, we seek to identify manageable and realistic steps to get on the right track. Unfortunately, financial planning is not taught in school. While you focus on what you do best, let Formula Wealth do what we do best and give you that peace of mind you're seeking. We are fee-only...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.
Contact Information
Main Address
640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102Phone Number
(817) 259-9100# of Employees
18SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,622AUM (Assets Under Management)
$1,167,914,964Similar Advisors
OSAIC WEALTH, INC.
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.
State Registrations and Notice Filings
(8/20/2021)
(3/8/2021)
(1/26/2021)
(9/21/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Chad Wesley Holmes's CRS (Customer Relationship Summary).
Services Offered by Chad
- Investment Management
- Health Care & Long-Term Care Planning
- Estate & Legacy Planning
- Social Security & Medicare Planning
- Tax Planning
- Financial Planning
- Risk Management & Insurance
- Retirement Planning
- Education Funding
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