# Jacob Newcomer

> Jacob Newcomer is a fee-only financial advisor at Chicory Wealth in Decatur, Georgia, who holds the CFP credential. Jacob 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/jacob-newcomer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Chicory Wealth
- **Based in:** Decatur, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $840.4M across 2,208 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing
- **CRD:** 6526049 (https://adviserinfo.sec.gov/individual/summary/6526049)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 66 (2016)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** https://substack.com/@chicorywealth

## Frequently asked questions

### Is Jacob Newcomer a fee-only financial advisor?

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

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

### Where is Jacob Newcomer based?

Jacob Newcomer is based in Decatur, Georgia.

### What does Jacob specialize in?

Jacob's specialties include sustainable & impact investing.

### What credentials does Jacob Newcomer hold?

Jacob Newcomer holds the CFP credential.

### Is Jacob Newcomer registered with the SEC?

Yes. Jacob Newcomer is registered as an investment adviser representative in GA (CRD 6526049), 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 Jacob Newcomer?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6526049): 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.