AdvisorOS Directory
Claim Profile
Unclaimed Profile
BC

Brett Stephen Chipser

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Stephen Chipser · DESTIN, FL
Registration
CRD #4861316 · CHIPSER WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Brett

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brett is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in DESTIN?

Browse all registered financial advisors in DESTIN, Florida or claim this profile if it's yours.

Browse DESTIN AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in DESTIN, Florida

Darlene Sue Duncan
WEALTHTRUST ASSET MANAGEMENT, LLC·DESTIN, FL
Guillermo J Aragon
MARTIN CAPITAL ADVISORS, LLC·DESTIN, FL
John Gerard Mchugh
WEALTHTRUST ASSET MANAGEMENT, LLC·DESTIN, FL
Shawn M Mchugh
WEALTHTRUST ASSET MANAGEMENT, LLC·DESTIN, FL
Steven Morris Bruce
CHARTER CAPITAL MANAGEMENT, LLC·DESTIN, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile