Ariel Rosenberg
Chicory Wealth · Decatur, Georgia
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.
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Specialties
Facts
| Firm | Chicory Wealth |
|---|---|
| Based in | Decatur, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $840.4M across 2,208 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7868779 |
| Exams passed | Series 65 (2023) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | substack.com/@chicorywealth |
How Ariel's firm compares
- Chicory Wealth's average account is about $381,000, from its Form ADV (assets managed divided by 2,208 accounts).
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Questions about Ariel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Chicory Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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