ChappelWood Financial Services logo

ChappelWood Financial Services

Updated today

Client assets under management

$113,083,313

Clients

166

11% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

55

Typical

Average account size

$681,225

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

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

Income planning Social Security optimization Life insurance needs analysis Long-term care insurance Disability insurance

Fee options

Fixed

Financial planning fixed fees based on complexity; payment 50% upfront and 50% at delivery; negotiable

Percentage

$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%

Commissions

Insurance commissions paid by insurance companies, rates vary by product

Project-based

Minimum of $500 per hour

Subscriptions

Monthly: $125–$150 per month; Annual: $1,500–$1,800 per year

Other

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 location

ChappelWood Financial Services

Financial District Of Oklahoma, 1725 E 15 Th Street

Edmond OK 73013, United States

Number of offices

1

Most active in

Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Weston D

Series 63, Series 66

Edmond, OK

ChappelWood Financial Services

Weston De Priest is a financial advisor at ChappelWood Financial Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Modern Woodmen of America and Allstate Insurance Company. Outside of his advisory role, he is a non-investing owner of US Hydroseeding & Environmental, LLC, a company providing erosion control and vegetation services. ChappelWood Financial Services serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering investment advice, financial planning, and educational seminars. The firm primarily operates on a non-discretionary basis using model portfolios on the AssetMark platform.

Income planning Social Security optimization Life insurance needs analysis Long-term care insurance Disability insurance
user avatar

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.

Income planning Social Security optimization Life insurance needs analysis Long-term care insurance Disability insurance
user avatar

Damon K

CFP®, Series 65, Series 66

Edmond, OK

ChappelWood Financial Services

Damon King is a CFP® professional with 10 years of industry experience, currently serving as an advisor at ChappelWood Financial Services since 2015. He also works as an adjunct faculty member at Francis Tuttle Technology Center, where he teaches adult financial education classes. ChappelWood Financial Services is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a discovery and needs-analysis process to develop client objectives and typically implements strategies through model portfolios on the AssetMark platform, combining ongoing planning services with educational seminars and workshops.

Income planning Social Security optimization Life insurance needs analysis Long-term care insurance Disability insurance
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