CHANEY FINANCIAL SERVICES, INC.

Overview

Chaney Financial Services, Inc. is an independent registered investment adviser that focuses on planning and portfolio management for individual and family clients, with supplementary educational workshops. The firm operates chiefly as a non-discretionary adviser: its reported $36.5M in assets are managed on a non-discretionary basis, indicating the firm generally provides advice and implementation recommendations while clients retain final trading authority. Fee arrangements are flexible—percentage of AUM, hourly, and fixed fees are all used—supporting both ongoing relationships and project-based engagements. Investment activity centers on pooled public vehicles as the primary building blocks for client portfolios. The firm appears to allocate client assets across mutual funds and other public funds for core equity and fixed income exposure, and supplements those holdings with annuities and real estate allocations through third-party managers. Services emphasize tailored financial planning and portfolio oversight for individuals and small businesses rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices