Chiper Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$500 to $5,000 per project
$0 - $1,000,000: 2.00% Over $1,000,000+: 1.75%
$100 - $250 per hour
Account minimum: $25,000
Main office
4300 Legendary Drive, Suite 230
Destin FL 32541
Advisors at this office
3
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Benjamin H
Series 65
Destin, FL
Chiper Wealth Management, LLC
Benjamin Hall is a financial advisor at Chiper Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes several years working at golf clubs in various roles. Chiper Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm manages approximately $140 million in assets and employs a range of strategies tailored to clients’ objectives and risk tolerance.
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.
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.
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