Firm Information

Chad Wesley Holmes
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
507 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$1.0B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,500

WPWealth charges fees based on assets under management. For discretionary managed accounts, fees range from 1.25% on assets under $1 million to 1.00% on assets $1,000,000 and above, not to exceed 2.5%. There is also a $100 annual administration fee per account and a $5,000 minimum annual management fee. For qualified retirement solutions, fees range from $3,500 for assets up to $350,000 to 0.75% on assets over $4,000,001, with a $3,500 minimum annual fee. Fees and minimums are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Advisor Information

Office location

Fairhope, AL

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Chad Wesley Holmes
CH
Contact
Chad Wesley Holmes
Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wpwealth LLP
September 2025 - Present · 4 mos
Formula Wealth
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
Wpwealth LLP
May 2016 - June 2020 · 4 yrs 1 mo
State Registrations3 states
ALTNTX
Advisor
Exams
No exam information available for this advisor.
Chad Wesley Holmes
CH
Contact
Chad Wesley Holmes