# Michelle Holmes

> Michelle Holmes is a fee-only financial advisor at Briaud in Mandan, North Dakota, who holds the CFP and CFA credentials. Briaud reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michelle-holmes/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Briaud
- **Based in:** Mandan, North Dakota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $912.8M across 2,441 accounts
- **Credentials:** CFP, CFA
- **Works with:** High earners
- **CRD:** 7654304 (https://adviserinfo.sec.gov/individual/summary/7654304)
- **SEC registration:** Investment adviser representative in ND, TX
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** http://www.briaud.com

## Frequently asked questions

### Is Michelle Holmes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Briaud reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michelle charge for financial advice?

Michelle's firm, Briaud, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michelle Holmes based?

Michelle Holmes is based in Mandan, North Dakota.

### What credentials does Michelle Holmes hold?

Michelle Holmes holds the CFP and CFA credentials.

### Is Michelle Holmes registered with the SEC?

Yes. Michelle Holmes is registered as an investment adviser representative in ND and TX (CRD 7654304), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Briaud manage?

Briaud reports $912.8M across 2,441 accounts in assets under management.

### How do I contact Michelle Holmes?

Through Michelle's website, www.briaud.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7654304): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.briaud.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.