Brett Chipser
Chipser Wealth Management · Destin, Florida
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.
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Specialties
Facts
| Firm | Chipser Wealth Management |
|---|---|
| Based in | Destin, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $140M across 391 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 4861316 |
| Exams passed | Series 66 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.chipserwealthmanagement.com |
How Brett's firm compares
- Chipser Wealth Management's average account is about $358,000, from its Form ADV (assets managed divided by 391 accounts).
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Questions about Brett
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Chipser Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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