Weston Depriest is a registered investment advisor at Chappelwood Financial Services, based in Edmond, OK, with 4 years of industry experience. Weston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 152 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ChappelWood Financial Services manages investments through AssetMark. Clients pay both a Financial Advisor Fee to ChappelWood and a Platform Provider Fee to AssetMark. ChappelWood's fee is a percentage of the amount you invest, and it's deducted from your account quarterly in advance. The fee varies depending on the specific investment strategy selected and the complexity of the work required.
Here are the fee ranges:
- $499,999 and below: 1.35% to 1.95%
- $500,000 to $999,999: 1.15% to 1.34%
- $1 million to $1.99 million: 1.00% to 1.14%
- $2 million and above: 0.90% to 0.99%
Location
Financial District of Oklahoma, 1725 E 15th Street, Edmond, OK, 73013
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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 Activities
Weston owns rental properties since 2018, dedicating minimal time to investment-related activities. He also owns US Hydroseeding and Environmental, LLC, spending about a quarter of his time on investment-related activities and a few hours per week on non-investment related activities for erosion control and vegetation establishment services.
Employment History
Current Registrations
Chappelwood Financial Services
Previous Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Allstate Financial Services, LLCBroker
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.