Daniel McNabb
Chicory Wealth · Decatur, Georgia
Daniel McNabb is a fee-only financial advisor at Chicory Wealth in Decatur, Georgia, who holds the CFP credential. Daniel 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 GA · CRD 6320759 |
| Exams passed | Series 66 (2015) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | substack.com/@chicorywealth |
How Daniel'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 Daniel
Is Daniel McNabb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?
Daniel's firm, Chicory Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel McNabb based?
Daniel McNabb is based in Decatur, Georgia.
What does Daniel specialize in?
Daniel's specialties include sustainable & impact investing.
What credentials does Daniel McNabb hold?
Daniel McNabb holds the CFP credential.
Is Daniel McNabb registered with the SEC?
Yes. Daniel McNabb is registered as an investment adviser representative in GA (CRD 6320759), 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 Daniel McNabb?
Through Daniel'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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