Damon King is a CFP-designated registered investment advisor at Chappelwood Financial Services, based in Edmond, OK, with 10 years of industry experience. Damon 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
Financial District of Oklahoma, 1725 E 15th Street, Edmond, OK, 73013
Get directionsHistory
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 Activities
Damon is an adjunct faculty member at Francis Technology Center and teaches at other entities, providing adult financial education. He dedicates minimal time to this activity, approximately 2 hours per month.
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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