A complete list of active advisors currently associated with ChappelWood Financial Services
Warmer can help you find a great advisor at ChappelWood Financial Services or one who fits your needs even better.
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.
To learn more about the advisors currently working at ChappelWood Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Edmond, OK
| 4
| |
Edmond, OK
| 10
| |
Edmond, OK
| 21
|
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