Chad Holmes, Cfp®, Cpwa®

Chad Holmes, Cfp®, Cpwa® Email and Phone Number

Author of The Inheritance Playbook | Flat Fee Financial Advisor for Families with Aging Parents @ Formula Wealth
Chad Holmes, Cfp®, Cpwa®'s Location
Fairhope, Alabama, United States, United States
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!

Chad Holmes, Cfp®, Cpwa®'s Current Company Details
Formula Wealth

Formula Wealth

View
Author of The Inheritance Playbook | Flat Fee Financial Advisor for Families with Aging Parents
Chad Holmes, Cfp®, Cpwa® Work Experience Details
  • Formula Wealth
    Owner | Financial Advisor
    Formula Wealth Jun 2020 - Present
    Montgomery, Al, Us
    View
  • Wpwealth
    Manager
    Wpwealth Jul 2018 - Jun 2020
    Fort Worth, Texas, Us
    View
  • Wpwealth
    Senior Financial Services Representative
    Wpwealth Mar 2016 - Jun 2018
    Fort Worth, Texas, Us
    View
  • Ey
    Assurance Senior
    Ey Oct 2014 - Mar 2016
    London, Gb
    View
  • Ey
    Staff Auditor
    Ey Sep 2012 - Sep 2014
    London, Gb
    Audit client: FedEx Corporation. Became a Certified Data Analyst for EY in 2014. Served on the Audit Field Council for EY.
    View
  • Ey
    Audit Intern
    Ey Jun 2012 - Aug 2012
    London, Gb
    View
  • The University Of Memphis
    Graduate Assistant
    The University Of Memphis Jan 2012 - Jul 2012
  • Center For Entrepreneurship And Innovation
    Graduate Assistant
    Center For Entrepreneurship And Innovation Sep 2011 - Dec 2011
  • Firebirds Restaurants
    Server
    Firebirds Restaurants May 2011 - Sep 2011
    Charlotte, North Carolina, Us
    View
  • Master Eye Associates
    Optometric Technician
    Master Eye Associates May 2008 - Aug 2009
    Improved filing systemAssisted the optometristBooked appointmentsPerformed pre-examinations

Chad Holmes, Cfp®, Cpwa® Education Details

  • University Of Memphis
    University Of Memphis
    Accounting
  • University Of Tennessee At Martin
    University Of Tennessee At Martin
    Minored In Accounting

Frequently Asked Questions about Chad Holmes, Cfp®, Cpwa®

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 the current company?

Chad Holmes, Cfp®, Cpwa®'s current role is Author of The Inheritance Playbook | Flat Fee Financial Advisor for Families with Aging Parents.

What schools did Chad Holmes, Cfp®, Cpwa® attend?

Chad Holmes, Cfp®, Cpwa® attended University Of Memphis, University Of Tennessee At Martin.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.