# Ariel Rosenberg

> Ariel Rosenberg is a fee-only financial advisor at Chicory Wealth in Decatur, Georgia, who holds the CFP credential. Ariel focuses on sustainable & impact investing. Chicory Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ariel-rosenberg/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Chicory Wealth
- **Based in:** Decatur, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $840.4M across 2,208 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing
- **CRD:** 7868779 (https://adviserinfo.sec.gov/individual/summary/7868779)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2023)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** https://substack.com/@chicorywealth

## Frequently asked questions

### Is Ariel Rosenberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ariel holds no broker registration, and Chicory Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ariel charge for financial advice?

Ariel's firm, Chicory Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Ariel Rosenberg based?

Ariel Rosenberg is based in Decatur, Georgia.

### What does Ariel specialize in?

Ariel's specialties include sustainable & impact investing.

### What credentials does Ariel Rosenberg hold?

Ariel Rosenberg holds the CFP credential.

### Is Ariel Rosenberg registered with the SEC?

Yes. Ariel Rosenberg is registered as an investment adviser representative in NC (CRD 7868779), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chicory Wealth manage?

Chicory Wealth reports $840.4M across 2,208 accounts in assets under management.

### How do I contact Ariel Rosenberg?

Through Ariel's website, substack.com/@chicorywealth.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7868779): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://substack.com/@chicorywealth): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.