Chipser Wealth Management, LLC fees
Financial planner in Destin, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 27, 2026, Chipser Wealth Management, LLC (Destin, FL) charges $100-$250 an hour and a flat or project fee of $500-$5,000 for financial planning.
- Website: chipserwealthmanagement.com (opens in new tab)
- Call (850) 424-6330
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change.
- Hourly rate
- $100-
$250/hr Below the Florida median of $300; 8% of the 188 other planners in Florida that publish an hourly rate charge less.
“Hourly fees range from $100 - $250 per hour, depending on what is negotiated between CWM and the client.”
- Flat or project fee
- $500-
$5,000 Runs from below the Florida median of $4,200 to above it.
“Fixed fees for longer-term consulting projects range from $500 to $5,000 per project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 3 employees
How Chipser Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged quarterly in advance and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
- “Fees are charged in advance on a quarterly basis, meaning that advisory fees for a quarter are charged on the first day of the quarter.”
About Chipser Wealth Management, LLC
- Principal: Brett Chipser
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 107
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $140 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of January 27, 2026
- CRD number
- 306396 (opens in new tab)
- Phone
- (850) 424-6330
Registered or notice filed in 5 states: Alabama, Florida, Georgia, Louisiana, Texas
More planners in Florida that publish fees
- Integrity Financial StrategiesPalmettoHourly $250/hr
- Freedom Financial Management, IncSt. CloudHourly $75-$500/hr, Annual $500-$20,000/yr
- TLP Financial Services, Inc.EsteroAnnual $750-$40,000/yr
- Capital Wise AdvisoryWesley ChapelHourly $250-$500/hr, Flat $1,000-$10,000
- Fee-Only Financial Advisors, LLCBeverly HillsHourly $200/hr, Flat $2,000-$5,000
- Stadium Financial LLCOrlandoHourly $300/hr, Flat $1,000-$50,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.