Charlie Andrys
Chicory Wealth · Larimore, North Dakota
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.
Request an introduction to Charlie →
Specialties
Facts
| Firm | Chicory Wealth |
|---|---|
| Based in | Larimore, North Dakota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.3M across 42 accounts |
| SEC registration | Investment adviser representative in ND · CRD 8144352 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | substack.com/@21stfinancial |
How Charlie's firm compares
- Chicory Wealth's average account is about $30,000, from its Form ADV (assets managed divided by 42 accounts).
Request an introduction to Charlie
Tell Charlie a little about what you're looking for. Charlie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charlie
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.
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.
See something wrong? Request a correction. Read our methodology.