Beck Ringle
Chicory Wealth · South Deerfield, Massachusetts
Beck Ringle is a fee-only financial advisor at Chicory Wealth in South Deerfield, Massachusetts, who holds the CFP credential. Beck 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 | South Deerfield, Massachusetts |
| 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 MA · CRD 7806152 |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | substack.com/@chicorywealth |
How Beck'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 Beck
Is Beck Ringle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Beck 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 Beck charge for financial advice?
Beck's firm, Chicory Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Beck Ringle based?
Beck Ringle is based in South Deerfield, Massachusetts.
What does Beck specialize in?
Beck's specialties include sustainable & impact investing.
What credentials does Beck Ringle hold?
Beck Ringle holds the CFP credential.
Is Beck Ringle registered with the SEC?
Yes. Beck Ringle is registered as an investment adviser representative in MA (CRD 7806152), 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 Beck Ringle?
Through Beck'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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