How does the advisor help clients – Key Takeaways:
Chapman Financial Group, LLC specializes in providing expert financial advice and services to clients across the United States. With a team of highly knowledgeable and experienced financial advisors, the firm is dedicated to helping individuals and businesses achieve their financial goals.
- Offers personalized financial planning and investment management services.
- Provides guidance on taxes, retirement planning, wealth management, and more.
- Takes a comprehensive approach to financial planning, considering all aspects of a client’s financial situation.
- Strives to build long-term relationships with clients based on trust and transparency.
Facts and Insights
Here are some key facts and insights about Chapman Financial Group:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
Chapman Financial Group offers a wide range of financial services to help clients effectively manage and grow their assets. These services include:
- Financial planning and investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Wealth management
- Risk management and insurance planning
- Education planning
Client Types
Chapman Financial Group serves a diverse range of clients, including individuals, families, small businesses, and organizations. The firm believes that everyone deserves access to quality financial advice, regardless of their income or net worth. Some of their typical clients include:
- High net worth individuals
- Business owners and entrepreneurs
- Retirees
- Young professionals
- Non-profit organizations
Fees & Compensation
Chapman Financial Group operates on a fee-only basis, meaning they do not receive any commissions or third-party payments. This ensures that their advice is always unbiased and in the best interest of their clients. The firm charges a percentage of the assets under management as their fee, with rates varying depending on the complexity of the client’s financial situation.
Background
The founder and CEO of Chapman Financial Group, John Chapman, has over 25 years of experience in the financial industry. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Retirement Counselor (CRC). He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
As a registered investment advisor, Chapman Financial Group and its advisors adhere to strict fiduciary standards and are legally obligated to always act in the best interest of their clients. They have a clean record with no regulatory or disciplinary actions reported. For full disclosure, clients can view the firm’s Form ADV, which is available on the Securities and Exchange Commission (SEC) website.