Introduction
CHAPPELL FINANCIAL GROUP has been providing top-notch financial services for over 20 years. With a highly experienced team of advisors, they have been helping clients achieve their financial goals and secure their future.
Who are they?
CHAPPELL FINANCIAL GROUP is a leading financial firm that provides expert advice and services to individuals and businesses alike. They specialize in financial planning, investment management, retirement planning, and insurance services, among others.
How does the advisor help clients – Key Takeaways:
- Wide range of financial services offered
- Experienced and knowledgeable team of advisors
- Customized solutions for individual and business clients
- Focused on long-term financial goals
Facts and Insights
- Over 20 years in the financial industry
- Assets under management: $500 million
- Number of advisors: 25
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 25 | 20+ |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Insurance services
- Tax planning
- Estate planning
- Education funding
- And more…
Client Types
- Individuals
- High net worth individuals
- Business owners
- Entrepreneurs
- Retirees
Fees & Compensation
CHAPPELL FINANCIAL GROUP follows a fee-only compensation structure, meaning they do not receive commissions from financial products or services. This ensures that their advice and recommendations are solely based on their clients’ best interests, rather than their own financial gain.
Background
The founder, John Chappell, has over 25 years of experience in the financial industry and has built a reputable firm known for its professionalism and integrity. The team of advisors at CHAPPELL FINANCIAL GROUP has diverse backgrounds and expertise, ensuring that they can cater to a wide range of client needs.
Financial Advisor Disclosures to Know
CHAPPELL FINANCIAL GROUP has a clean record with no disciplinary actions taken against them. They are registered with the Securities and Exchange Commission (SEC) and operate under strict compliance guidelines to protect their clients’ interests.