Chad W. Holmes
FORMULA WEALTH
Montgomery, AL
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CRD#: 6637156
Professional summary
Chad Wesley Holmes, CFP® is a registered financial advisor currently at FORMULA WEALTH located in Montgomery, 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.
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 fiduciaries (no commissions of any kind at any time), so you can trust the advice you receive is genuinely what the advisor thinks is best for you.
Question & Answer
What are your service offerings?
Investment Planning
Elder Care
Inheritance
Social Security Planning
Tax Planning
Comprehensive Financial Planni...
Estate Planning
Insurance Planning
Retirement Planning
Do you have an area of expertise or specialization?
AUM
Baby Boomers
College/Education Planning
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Generation X
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Wesley Holmes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
June 18, 2020 - Present
FORMULA WEALTH
RIA
CRD#: 308923
Montgomery, AL
Current
September 21, 2025 - Present
WPWEALTH LLP
RIA
CRD#: 145467
Fairhope, AL
Past
May 23, 2016 - June 12, 2020
WPWEALTH LLP
RIA
CRD#: 145467
FORT WORTH, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WL
WPWEALTH LLP
WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.
CRD#: 145467 / SEC#: 801-68528
RIA
Registered Investment Advisory firm - (1/2/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(8/20/2021)
IAR
Tennessee(3/8/2021)
IAR
Texas(1/26/2021)
IAR
Texas(9/21/2025)
Current Firm
WL
WPWEALTH LLP
WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.
CRD#: 145467 / SEC#: 801-68528
RIA
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Contact information
Main Address
640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102
Mailing Address
Phone number
(817) 259-9100
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,581 |
| AUM (Assets Under Management) | $ 1,029,170,419 |
Red Flags
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