Victoria Woods
Victoria Woods is a registered investment advisor at Chappelwood Financial Services, based in Edmond, OK, with 21 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 166 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $1.0M | 1.34% |
| $1.0M - $2.0M | 1.14% |
| $2M+ | 0.99% |
Annual fee ranges are based on initial assets transferred. Final fees within each tier depend on client needs, strategy complexity, and work required. The firm may deviate from stated ranges at its discretion. Clients also pay separate platform and strategist fees.
Fee Estimator
Location
1725 E 15th Street, Edmond, OK, 73013
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2002Other Business Activities
Victoria is the President of ChappelWood Investment Corp. (CWI), a real estate development and holding company that owns properties including the buildings where ChappelWood Financial Services offices are located; she spends minimal time on this activity. In this role, Victoria oversees all expenses and relationships related to the maintenance and leasing of office space.
Employment History
Current Registrations
Chappelwood Financial Services
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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