Chad Holmes
Flat fee - fee only - fiduciary - Life Audit Creator
Formula Wealth · Fairhope, Alabama
Is this you, Chad?
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About
The Life Audit is a one month engagement, including 3 deep dive meetings, all for a flat fee. No long term contracts, no sales pitch. For longer engagements, Chad runs a boutique financial planning firm out of Fairhope, AL, serving families nationwide as a flat fee financial advisor (no commissions or sales products), focusing on minimizing taxes and maximizing legacies from a multigenerational perspective. He is both a CPA and CFP® fiduciary. His latest accomplishment is becoming a bestselling author with his book, "The Inheritance Playbook – Helping Your Parents Pass the Torch, Not the Tax." As an expert in his field, his advice has been published in various outlets, including The Wall Street Journal, MarketWatch, and Yahoo Finance.
Who they serve
- High earners
- Ultra high net worth
- HENRY (high earner, not rich yet)
- Multi-generational families
- Early-career professionals
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Family Wealth Transfer
- Financial Planning
- Investment Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Charitable Giving
- Financial Advice & Coaching
- Portfolio Management
- Risk Management
Structured record
| Name | Chad Holmes |
|---|---|
| Firm | Formula Wealth |
| Location | Fairhope, Alabama |
| Fee model | Flat Fee/Retainer · One-Time Financial Planning Fee |
| AUM | $25M - $100M |
| Founded | 2020 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFP · CPA |
| Designations | CFP (Certified Financial Planner) · CPA (Certified Public Accountant) · Series 65 · Other |
| Investment approach | Blend of both |
| Website | http://formulawealth.com |
| https://www.linkedin.com/in/chadholmesformulawealth/ |
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Specialties
- Family wealth transfer