Owner | Financial Advisor
Current
Jun 2020 - Present
AeroLeads people directory · profile
Chad Holmes, Cfp®, Cpwa® Email & Phone Number
Author of The Inheritance Playbook | Flat Fee Financial Advisor for Families with Aging Parents
at
Formula Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Author of The Inheritance Playbook | Flat Fee Financial Advisor for Families with Aging Parents
Location
Fairhope, Alabama, United States
Who is Chad Holmes, Cfp®, Cpwa®? Overview
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Quick answer
Chad Holmes, Cfp®, Cpwa® is listed as Author of The Inheritance Playbook | Flat Fee Financial Advisor for Families with Aging Parents at Formula Wealth, based in Fairhope, Alabama, United States. AeroLeads shows a matched LinkedIn profile for Chad Holmes, Cfp®, Cpwa®.
Chad Holmes, Cfp®, Cpwa® previously worked as Owner | Financial Advisor at Formula Wealth and Manager at Wpwealth. Chad Holmes, Cfp®, Cpwa® holds Mac, Accounting from University Of Memphis.
Company email context
Email format at Formula Wealth
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Formula Wealth
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Profile bio
About Chad Holmes, Cfp®, Cpwa®
Families are leaving money on the table by not having the same financial advisor among aging parents and their adult children. I believe so strongly in the value of multigenerational financial planning that I don’t charge extra to household the family finances, as long as the younger generation has power of attorney over their aging parents. One flat fee grants families access to all that Formula Wealth has to offer: asset management, tax strategies, estate planning, retirement planning, and so much more. No commissions or kickbacks of any kind. I serve American families all over the US using Zoom meetings. Minimum investable assets between BOTH generations: $1.5M. Proactive inheritance planning minimizes probate and unnecessary taxes while maximizing legacies. Formula Wealth: Helping You Help Your Aging Parents. And all for one transparent, flat fee. Cheers!
Current workplace
Chad Holmes, Cfp®, Cpwa®'s current company
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10 roles
Chad Holmes, Cfp®, Cpwa® work experience
A career timeline built from the work history available for this profile.
Manager
Jul 2018 - Jun 2020
Senior Financial Services Representative
Mar 2016 - Jun 2018
Assurance Senior
Oct 2014 - Mar 2016
Staff Auditor
Audit client: FedEx Corporation. Became a Certified Data Analyst for EY in 2014. Served on the Audit Field Council for EY.
Sep 2012 - Sep 2014
Audit Intern
Jun 2012 - Aug 2012
Graduate Assistant
The University Of Memphis
Jan 2012 - Jul 2012
Graduate Assistant
Center For Entrepreneurship And Innovation
Sep 2011 - Dec 2011
Server
May 2011 - Sep 2011
Optometric Technician
Master Eye Associates
Improved filing systemAssisted the optometristBooked appointmentsPerformed pre-examinations
May 2008 - Aug 2009
2 education records
Chad Holmes, Cfp®, Cpwa® education
Mac, Accounting
University Of Memphis
Bachelor Of Science In Business Administration, Majored In Finance, Minored In Accounting
University Of Tennessee At Martin
FAQ
Frequently asked questions about Chad Holmes, Cfp®, Cpwa®
Quick answers generated from the profile data available on this page.
What company does Chad Holmes, Cfp®, Cpwa® work for?
Chad Holmes, Cfp®, Cpwa® works for Formula Wealth.
What is Chad Holmes, Cfp®, Cpwa®'s role at Formula Wealth?
Chad Holmes, Cfp®, Cpwa® is listed as Author of The Inheritance Playbook | Flat Fee Financial Advisor for Families with Aging Parents at Formula Wealth.
Where is Chad Holmes, Cfp®, Cpwa® based?
Chad Holmes, Cfp®, Cpwa® is based in Fairhope, Alabama, United States while working with Formula Wealth.
What companies has Chad Holmes, Cfp®, Cpwa® worked for?
Chad Holmes, Cfp®, Cpwa® has worked for Formula Wealth, Wpwealth, Ey, The University Of Memphis, and Center For Entrepreneurship And Innovation.
How can I contact Chad Holmes, Cfp®, Cpwa®?
You can use AeroLeads to view verified contact signals for Chad Holmes, Cfp®, Cpwa® at Formula Wealth, including work email, phone, and LinkedIn data when available.
What schools did Chad Holmes, Cfp®, Cpwa® attend?
Chad Holmes, Cfp®, Cpwa® holds Mac, Accounting from University Of Memphis.
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