Molly Lazor
Chipser Wealth Management · Destin, Florida
Molly Lazor is a fee-only financial advisor at Chipser Wealth Management in Destin, Florida. Molly 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 FL · CRD 5077801 |
| Exams passed | Series 66 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.chipserwealthmanagement.com |
| Profile |
How Molly'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 Molly
Is Molly Lazor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Molly 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 Molly charge for financial advice?
Molly's firm, Chipser Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Molly Lazor based?
Molly Lazor is based in Destin, Florida.
What does Molly specialize in?
Molly's specialties include retirement planning and estate & legacy planning.
Is Molly Lazor registered with the SEC?
Yes. Molly Lazor is registered as an investment adviser representative in FL (CRD 5077801), 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 Molly Lazor?
Through Molly'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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