Chiper Wealth Management, LLC logo

Chiper Wealth Management, LLC

Updated today

Client assets under management

$126,000,000

Clients

107

0% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

36

Low

Average account size

$1,177,570

About

The firm provides investment advisory services to individual and high‑net‑worth clients, including discretionary and non‑discretionary portfolio management as well as financial planning and consulting. It manages approximately $140 million in client assets and generally requires a $25,000 minimum to open an advisory account.

Investment advice is tailored to each client’s objectives, time horizon, and risk tolerance, and the firm uses a mix of strategies including asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchases. Portfolios are managed with a stated goal of maintaining purchasing power over the long term, accounts are reviewed at least quarterly, and the firm recommends a primary custodian for trade execution and custody services.

Compared with peers, the firm sponsors a wrap fee program—providing investment advisory and brokerage execution services for a single “wrapped” fee—which is relatively uncommon among supported advisers. The brochure also discloses promoter referral arrangements and the use of limited custody mechanisms (automatic fee deductions and standing letters of authorization), which are operational features clients may want to review.

Client services

Financial planning Portfolio management

Expertise

Annuities

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Fee options

Fixed

$500 to $5,000 per project

Percentage

$0 - $1,000,000: 2.00% Over $1,000,000+: 1.75%

Project-based

$100 - $250 per hour

Other

Account minimum: $25,000

Main office location

Chiper Wealth Management, LLC

4300 Legendary Drive, Suite 230

Destin FL 32541, United States

Number of offices

1

Most active in

Alabama · Florida · Georgia · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin H

Series 65

Destin, FL

Chiper Wealth Management, LLC

Benjamin Hall is a financial advisor at Chiper Wealth Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he worked extensively in golf club management, including positions at Indian Bayou Golf Club, Kelly Plantation Golf Club, and Regatta Bay Golf Club. Chiper Wealth Management provides investment advisory services to individual and high-net-worth clients, offering tailored portfolio management and financial planning. The firm manages approximately $140 million in client assets and employs a variety of strategies aimed at preserving purchasing power over the long term.

Annuities
user avatar

Molly L

Series 66

Destin, FL

Chiper Wealth Management, LLC

Molly Lazor is a financial advisor at Chiper Wealth Management, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for seven years before joining Chiper Wealth Management in 2020. Chiper Wealth Management provides investment advisory services to individual and high-net-worth clients, offering portfolio management and financial planning tailored to clients’ objectives, time horizons, and risk tolerances. The firm manages approximately $140 million in assets and employs a range of strategies including asset allocation and technical analysis, with accounts reviewed at least quarterly.

Annuities
user avatar

Brett C

Series 66

Destin, FL

Chiper Wealth Management, LLC

Brett Chipser is a financial advisor at Chiper Wealth Management, LLC in Destin, FL, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for seven years before joining Chiper Wealth Management in 2020. Chiper Wealth Management provides investment advisory services to individual and high-net-worth clients, offering portfolio management and financial planning tailored to clients' objectives and risk tolerance. The firm manages approximately $140 million in assets and sponsors a wrap fee program that combines advisory and brokerage services for a single fee.

Annuities
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