Tom Chancellor
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About Tom

Tom Chancellor is a Certified Financial Planner Professional helping clients enhance their financial peace of mind. His goal is to make financial transitions less stressful, more productive and even enjoyable. 

Tom is a former marriage and family therapist. He blends his background in counseling individuals and families with the more technical aspects of financial life planning. While Tom has a general financial planning practice, his special interest is significant life transitions that involve money. Some examples are retirement, divorce, the death of a spouse, receipt of an inheritance and legal settlements. 

Tom helps clients understand the behavioral and thinking challenges that lead to poor decisions and uses a proven process to help them draw on their inner resources to implement effective solutions. 

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Hear from Tom

​I wanted my life work to be useful to other people, interesting, challenging and neutral to the environment. I’ve been fortunate to be able to make a living by helping other people sort their lives and plan better futures; first as a marriage and family therapist and now as a financial planner. 
Most people in this field are focused on the technical side of financial management. I’ve found that the personal side of finances is equally important. I bring additional expertise in dealing with the unconscious relational part of handling money.

Learn more on the video page. 

​Tom offers investment advisory services through RFG Advisory

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RFG Advisory

​RFG is focused on you and the life you want to live today…and tomorrow.
Through thoughtful financial life planning and professionally managed investment
portfolios we work side-by-side with you throughout your life’s journey.  For more information go to www.rfgadvisorywealth.com

​Tom is a member of these professional organizations

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Financial Therapy Association

The Financial Therapy Association (FTA) is a professional organization comprised of practitioners and scholars from the fields of mental health (e.g., marriage and family therapists, counselors, psychologists, social workers, life coaches) and financial services (e.g., financial planners, financial counselors, financial educators, financial coaches). For more information go to www.financialtherapyassociation.org
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SOLWorld

SOLWorld is a forum for Solution-Focused practitioners from a variety of disciplines who are applying Solution-Focused approaches to consulting with organizations, projects, families and individuals worldwide. For more information go to www.solworld.org.
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Financial Planning Association of Dallas/Fort Worth

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. The mission of the Financial Planning Association of Dallas/Fort Worth is to foster excellence in the practice of financial planning. Learn more at www.fpadfw.org.
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Sudden Money Institue

At the Sudden Money® Institute, we make financial transitions less stressful, more productive, and frequently enjoyable. We help individuals and families gain clarity and confidence regarding their life transitions. For more information, go to www.suddenmoney.com.

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Telephone

817-706-1909

Email

tchancellor@rfgadvisory.com

Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Silver Creek Advisory, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a Client agreement is in place. RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
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The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck by clicking here. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. Insurance products and services are offered through a number of insurance providers, such as Private Client Services, LLC (“PCS”) and RFG Solutions LLC, an affiliated company of RFG Advisory.

 Check the background of this firm on FINRA’s BrokerCheck.
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