Cass Chappell
Cass Chappell is a CFP-designated registered investment advisor at Chappell Financial Group, based in Atlanta, GA, with 29 years of industry experience. Cass operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Chappell Financial Group offers comprehensive financial plans for a fee ranging from $1,750 to $5,000, based on the estimated time and complexity. Clients can also opt to be billed at an hourly rate of $150. Clients can terminate the plan and receive a full refund before delivery.
Location
3200 Cobb Galleria Pkwy. #215, Atlanta, GA, 30339-5921
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cass operates under the DBA Chappell Financial Group, focusing on fixed insurance, long-term care, life, health, property & casualty, fixed annuities, and employee benefit plans, dedicating about half of their time. Cass also provides financial plans and advice for hourly or fixed fees through Chappell Financial Group, spending about 10-20% of their time on this.
Employment History
Current Registrations
Chappell Financial Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations15 states
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