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Brett Stephen Chipser

CHIPSER WEALTH MANAGEMENT, LLC·DESTIN, Florida
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4300 LEGENDARY DRIVE, DESTIN, FL 32541CRD# 4861316Firm CRD# 306396
01

About

Brett Stephen Chipser is a registered financial advisor based in DESTIN, Florida, affiliated with CHIPSER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHIPSER WEALTH MANAGEMENT, LLC
CHIPSER WEALTH MANAGEMENT, LLC
AUM
$106M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CHIPSER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4861316
Firm CRD# 306396
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett Stephen Chipser offer?
Brett Stephen Chipser specializes in Financial Planning, Investment Management. Contact their office in DESTIN, Florida for a consultation.
What are Brett Stephen Chipser's credentials?
Brett Stephen Chipser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Stephen Chipser located?
Brett Stephen Chipser is based in DESTIN, Florida, working with CHIPSER WEALTH MANAGEMENT, LLC. Their office serves clients in the DESTIN metropolitan area and surrounding communities.
How does Brett Stephen Chipser charge for services?
Brett Stephen Chipser's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHIPSER WEALTH MANAGEMENT, LLC?
CHIPSER WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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