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Formula Wealth

Chad helps families identify and implement tax saving strategies to help their parents' legacy be used as intended, and not for Uncle Sam. If you have power of attorney on your parents and want to optimize your inheritance, let's chat! As a fee-only, FLAT FEE, fiduciary, and independent financial advisor, Chad Holmes is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Chad Holmes, CFP®, CPA, CPWA®, CRPS
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1801 Fairforest Dr Montgomery, AL 36106 Phone: (901) 262-1281

Primary Office

1801 Fairforest Dr Montgomery, AL 36106 Phone: (901) 262-1281
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