# Brett Chipser

> Brett Chipser is a fee-only financial advisor at Chipser Wealth Management in Destin, Florida. Brett focuses on retirement planning and estate & legacy planning. Chipser Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brett-chipser/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Chipser Wealth Management
- **Based in:** Destin, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $140M across 391 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 4861316 (https://adviserinfo.sec.gov/individual/summary/4861316)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.chipserwealthmanagement.com

## Frequently asked questions

### Is Brett Chipser a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Chipser Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brett charge for financial advice?

Brett's firm, Chipser Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brett Chipser based?

Brett Chipser is based in Destin, Florida.

### What does Brett specialize in?

Brett's specialties include retirement planning and estate & legacy planning.

### Is Brett Chipser registered with the SEC?

Yes. Brett Chipser is registered as an investment adviser representative in LA and TX (CRD 4861316), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chipser Wealth Management manage?

Chipser Wealth Management reports $140M across 391 accounts in assets under management.

### How do I contact Brett Chipser?

Through Brett's website, www.chipserwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4861316): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.chipserwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.