# Charlie Andrys

> Charlie Andrys is a fee-only financial advisor at Chicory Wealth in Larimore, North Dakota. Charlie 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/charlie-andrys/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Chicory Wealth
- **Based in:** Larimore, North Dakota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.3M across 42 accounts
- **Specialties:** Sustainable & impact investing
- **CRD:** 8144352 (https://adviserinfo.sec.gov/individual/summary/8144352)
- **SEC registration:** Investment adviser representative in ND
- **Exams passed:** Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://substack.com/@21stfinancial

## Frequently asked questions

### Is Charlie Andrys a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charlie 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 Charlie charge for financial advice?

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

### Where is Charlie Andrys based?

Charlie Andrys is based in Larimore, North Dakota.

### What does Charlie specialize in?

Charlie's specialties include sustainable & impact investing.

### Is Charlie Andrys registered with the SEC?

Yes. Charlie Andrys is registered as an investment adviser representative in ND (CRD 8144352), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chicory Wealth manage?

Chicory Wealth reports $1.3M across 42 accounts in assets under management.

### How do I contact Charlie Andrys?

Through Charlie's website, substack.com/@21stfinancial.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8144352): 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.