Chappell Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individuals, families, business owners and employer plan sponsors through wealth management, standalone financial consulting, and retirement-plan advisory programs. Its brochure states it provides discretionary portfolio management and consulting services but reported no assets under management at the time of filing.
Portfolios are constructed from a broad mix of securities — including stocks, bonds, mutual funds, ETFs, REITs and, occasionally, options — and the firm describes using quantitative and qualitative analysis, modern portfolio theory and charting as part of its process. The firm may recommend third‑party investment managers accessed through Charles Schwab and typically performs ongoing monitoring, rebalancing and periodic account reviews on a discretionary basis.
Notably, representatives are licensed insurance agents and may sell commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest. The firm also highlights standalone consulting engagements billed hourly or by flat fee and discloses receiving non‑monetary and operational benefits from its custodian and taking custody for fee debit and certain standing transfer authorities, which can affect how services are delivered.
Client services
Expertise
Occupation focus
Fee options
Up to $20,000 per engagement for Financial Consulting; flat fees for retirement plan advisory fees not to exceed 1.25% per year (flat fee)
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Commission-based compensation from sale of insurance products (life, disability, fixed annuities)
Up to $300 per hour for Financial Consulting
Main office
3200 Cobb Galleria Parkway, Suite 215
Atlanta GA 30339
Advisors at this office
1
Most active in
Georgia
Also doing business as
Chappell Financial Group · Chappell, Mayfield And Associates, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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