Chad Holmes, CFP®, CPA Formula Wealth

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About Chad Holmes, CFP®, CPA

With almost a decade of experience in finance and accounting, Chad brings his perspective to the table as an extra set of eyes for your finances. With his education, experience, and attentive nature on your side, you can become more confident in your own financial path.

He is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Public Accountant, and fiduciary. Chad electively left a large RIA firm where he was lead advisor on over $50M assets under management in order to pursue his dream of owning his own firm. Now he can devote more time to fewer clients to deliver a superior client experience.

Chad’s wife, Katelin, serves their Alabama community as a breast surgical oncologist. Throughout Katelin’s general surgery residency, Chad enjoyed getting to know the unique financial situations of her physician colleagues, coaching them through their questions and concerns. He developed a passion for working with very bright people who haven’t had the time to study the art of financial planning.

Most importantly, Chad enjoys spending his free time with their daughter, Georgia Kate (born mid 2020). They enjoy taking turns making each other laugh.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Family Financial Planning
  • FIRE (Financial Independence Retire Early)
  • Investment Planning & Management

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $300+/mo
  • Quarterly Fee: $900+/qtr
  • Flat Fee: $2000+/engagement
  • Hourly Fee: $250+/hr

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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