Firm
Chipser Wealth Management
Destin, Florida
Fee-only
Chipser Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 107 individual clients.
- Its average account is about $358,000 (assets it manages divided by its 391 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Destin, Florida |
|---|---|
| Website | chipserwealthmanagement.com |
| Phone | (850) 424-6330 |
Chipser Wealth Management fees
Chipser Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $140 million |
| Individual clients | 107 |
| Accounts managed | 391 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-129525) |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 306396 |