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Victoria Woods

ChappelWood Financial Services

1725 E 15th Street
Financial District of Oklahoma

Edmond, OK 73013
(405) 3480909

It's All About the Money, Honey!

About ChappelWood Financial Services

ChappelWood Financial Services has been in business since 1988 and has had the same leader, Victoria Woods.

Our clients will say we are irreplaceable, invaluable and worth our weight in Gold!

As Chief Investment Advisor and Founder and CEO of ChappelWood Financial Services, an advisor to affluent clients for over 25 years, I am proud my firm is recognized as a leader in the investment advisory industry. Featured in Newsweek magazine's "Financial Planning Guide." Author of the book, "It's All About The $Money, Honey!" and appearing on the Today Show- Meredith Vieria, Success Today- Bachelor Bob, Fox News, Fox Business, CBS, NBC and ABC affiliates across the nation. Hosting a weekly radio show, "It's All About the $Money, Honey!" on iHeart Media and success and experience in working with high net worth households and mid-tier millionaires has been a dream! Our Ideal Clients are Mid Tier Millionaires. We clarify, organize and simplify the financial part of clients lives, working in harmony with our clients, Bankers , CPA's, Trust Attorneys. etc. for the best interest of our clients, because our clients consider us their Primary Advisor.

General Information

Firm Start Year

2002

No.of Employees

5-9

CRD#

134318

Firm CRD#

134318

Insurance License#

40000536

Name of Broker/Dealer

N/A

Name of Custodial Firm

Mulitple

States Licensed in

Oklahoma, Texas

Years of Experience in Financial Services

28

Number of Years with Current Firm

28

Services

Investment Types

Stocks Mutual Funds, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via phone, At my office, Via email, At your office, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, Series 63

Securities Licenses

Series 65

Insurance and Annuity Licenses

Health, Annuity, Long Term Care

Firm Information

Firm's Number of Clients

175

Firm's Number of Managed Clients

73

Assets Managed by Firm

Yes

Advisor's Number of Clients

178

Advisor's Number of Managed Clients

73

Advisor's Number of Planning Clients

2

Assets Managed by Advisor

$53M

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly

Fee % Based on Assets

Tiered

Additional Details on Charges

Determined on the individual needs and requirements of each client as agreed upon with the Client after detailed Discovery and Analysis of how we can best serve our clients. Hourly By Project Assets Under Management Commission

Minimum Fee Charged for Managed Accounts

0.90

Education

Associate Science Degree - - Budgeting Planning and Porjections

Tarrant College
1974 - 1976

Disclosures

ChappelWood Financial Services has all Disclosure statement on our website. https://www.chappelwood.com/earnings-disclaimer