ChappelWood Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ChappelWood Financial Services provides financial and investment advice to individuals, families, trusts, estates, charitable organizations, and businesses, offering investment advice (mutual funds, ETFs, individual stocks and bonds), financial planning, insurance planning, income and cash-flow planning, Social Security planning, legacy and estate-related planning, and educational workshops and seminars. As of December 31, 2025, the firm reported $113,083,313 in client assets under management and also offers non-managed subscription and hourly advisory arrangements.
The firm’s investment process relies on the AssetMark platform and model portfolios, with clients selecting a risk/return profile and a Portfolio Strategist whose solutions are implemented on the platform; ChappelWood does not have discretionary authority over client accounts and instead provides tailored advice through a detailed discovery and suitability review. Advisors review accounts regularly and meet with clients annually, semi-annually, or quarterly, and clients receive monthly custodian statements and quarterly performance reports.
Notable features in the brochure include the firm’s predominantly non-discretionary asset management structure combined with a formal program of educational seminars and workshops, and the receipt of non-cash support from AssetMark and Portfolio Strategists (such as business development allowances, training, and travel reimbursement). The brochure discloses insurance commissions, a $500,000 account minimum (waivable at discretion), and specific conflict-mitigation measures—fiduciary duty, suitability processes, and disclosure—related to platform and strategist relationships.
Client services
Expertise
Fee options
Financial planning fixed fees based on complexity; payment 50% upfront and 50% at delivery; negotiable
$0 - $499,999: 1.35% – 1.95% $500,000 - $999,999: 1.15% – 1.34% $1,000,000 - $1,999,999: 1.00% – 1.14% $2,000,000+: 0.90% – 0.99%
Insurance commissions paid by insurance companies, rates vary by product
Minimum of $500 per hour
Monthly: $125–$150 per month; Annual: $1,500–$1,800 per year
Account minimum: $500,000 Fee-only: Hourly: minimum $500 per hour; Monthly: $125–$150 per month; Annual: $1,500–$1,800 per year
Main office
1725 E 15th Street
Edmond OK 73013
Advisors at this office
2
Most active in
Oklahoma · Texas
Also doing business as
Chappelwood Financial Services · Chappelwood Financial Services Corp. · Chappelwood Investment Corporation
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.
Quick links
Advisors at this firm
Victoria W
Series 63, Series 65
Edmond, OK
ChappelWood Financial Services
Victoria Woods is a financial advisor with ChappelWood Financial Services in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at AIG Financial Advisors and ChappelWood Financial Services since 2005 and serves as president of ChappelWood Investment Corp., a real estate development and holding company. ChappelWood Financial Services is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a discovery and needs-analysis process to set client objectives and typically implements strategies through model portfolios on the AssetMark platform, operating primarily on a non-discretionary basis while also providing educational seminars and workshops.
Damon K
CFP®, Series 65, Series 66
Edmond, OK
ChappelWood Financial Services
Damon King is a CFP® with 11 years of industry experience, currently serving at ChappelWood Financial Services since 2015. He holds Series 65 and Series 66 licenses and teaches adult financial education courses as an adjunct faculty member at Francis Tuttle Technology Center and other institutions. ChappelWood Financial Services provides financial and investment advice to individuals, families, trusts, estates, charitable organizations, and businesses. The firm uses the AssetMark platform and model portfolios to deliver tailored, non-discretionary advice aligned with clients’ risk profiles and offers educational workshops and seminars as part of its service.
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