Chappell Financial Group

Overview

Chappell Financial Group is a limited liability company that operates primarily as an insurance broker and provides financial planning services. The firm appears to focus on fee-for-service planning rather than traditional asset-based wealth management, using hourly and fixed-fee billing models to deliver advice. It is classified as an individual-owned adviser and is not identified as a capital allocator or a multi-state registered adviser. The firm does not present itself as an active ESG investor. Investment activity centers on incorporating non-traditional asset classes into client plans. Rather than managing large discretionary portfolios, the firm supplements insurance and planning solutions with access to third-party alternative strategies and income-oriented instruments. That positioning suggests a client-facing practice oriented toward financial advice, protection strategies and tactical allocation to alternatives and fixed-income products rather than full-service discretionary asset management.

Assets & Accounts

Investments & Alternatives

Location & Offices