Chancellor Financial Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,883,379
Total clients
105
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
105
Average account size
$294,127
About
Chancellor Financial Services is a fee-based advisory firm that provides discretionary portfolio management, financial planning and ongoing financial coaching to individuals as well as trusts, estates, corporations, and charitable organizations. The firm documents client objectives and risk tolerances and delivers periodic account reviews and plan updates.
Portfolios are managed on a discretionary basis either directly by the firm or through third‑party model platforms and sub‑advisors, including relationships with Orion Portfolio Solutions and a co‑advisor arrangement with Gradient Investments. Investment programs are implemented according to written risk‑profile documentation and monitored regularly, and the firm supplements investment services with structured financial planning and monthly coaching sessions.
Distinctive features noted in the brochure include an affiliated insurance business operated by the firm’s principal — the advisory states it does not itself sell commissioned products but discloses that the principal earns insurance commissions and devotes substantial time to that activity, with related conflicts addressed by disclosures and firm procedures. The firm also offers public educational seminars and fee‑based coaching programs (short‑ and longer‑term formats) and discloses revenue‑sharing and fee‑splitting arrangements with select third‑party managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Social Security optimization
Charitable giving & philanthropy
Fee options
Financial Coaching Programs: 90 days (8 sessions) - $1,200; 6 months (15 sessions) - $2,175; 12 months (25 sessions) - $3,500; Discovery Session: $150 for one hour session; Financial Coaching ongoing: $150 per month
All Assets+: 1.00% annually
$150 per hour for financial planning services
Account minimum: $100,000
Main office location
Chancellor Financial Services, Inc.
10727 Winterset Drive
Orland Park IL 60467, United States
Number of offices
1
Most active in
Chancellor Financial Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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