Chad Holmes is a CFP-designated registered investment advisor at Wpwealth LLP, based in Fort Worth, TX, with 9 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 507 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are not to exceed 2.5%. There is a $100 per year administration fee per account. The minimum management fee is $5,000 per year for discretionary managed accounts. Fees and account size minimums are subject to negotiation.
Fee Estimator
Contact
Chad Holmes
Location
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX, 76102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wpwealth LLP
Formula Wealth
Previous Registrations
Wpwealth LLP
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams