CHANCELLOR FINANCIAL SERVICES, INC.

Overview

Chancellor Financial Services, Inc. is an independent, privately owned registered investment adviser organized as a corporation that focuses on individual and family clients. The firm operates as a capital allocator and delivers traditional wealth-management services alongside advisory work such as financial planning and portfolio management for individuals and small businesses. Fee arrangements include asset-based fees, hourly charges, fixed fees and other billing approaches. Service offerings explicitly include selecting third‑party advisers on behalf of clients and presenting educational seminars or workshops. Chancellor is not flagged as an active ESG investor, and it maintains an affiliation with an insurance company. The firm is not positioned as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives