# Eric Benzel-Ward

> Eric Benzel-Ward is a fee-only financial advisor at Chicory Wealth in Westminster, Colorado. Eric 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/eric-benzel-ward/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Chicory Wealth
- **Based in:** Westminster, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $840.4M across 2,208 accounts
- **Specialties:** Sustainable & impact investing
- **CRD:** 8073614 (https://adviserinfo.sec.gov/individual/summary/8073614)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 65 (2024)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** https://substack.com/@chicorywealth

## Frequently asked questions

### Is Eric Benzel-Ward a fee-only financial advisor?

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

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

### Where is Eric Benzel-Ward based?

Eric Benzel-Ward is based in Westminster, Colorado.

### What does Eric specialize in?

Eric's specialties include sustainable & impact investing.

### Is Eric Benzel-Ward registered with the SEC?

Yes. Eric Benzel-Ward is registered as an investment adviser representative in CO (CRD 8073614), 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 Eric Benzel-Ward?

Through Eric's website, substack.com/@chicorywealth.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8073614): 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.