# Karen Ogden

> Karen Ogden is a fee-only financial advisor at Envest Asset Management, LLC in Ridgefield, Connecticut, who holds the CFP, MBA and BS credentials. Karen focuses on sustainable & impact investing, tax planning and estate & legacy planning. Envest Asset Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/karen-ogden/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Envest Asset Management, LLC
- **Based in:** Ridgefield, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $45.8M across 134 accounts
- **Credentials:** CFP, MBA, BS, CPWA
- **Specialties:** Sustainable & impact investing, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Founders
- **CRD:** 4844105 (https://adviserinfo.sec.gov/individual/summary/4844105)
- **SEC registration:** Investment adviser representative in CT, VT
- **Exams passed:** Series 66 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://envestam.com

## Frequently asked questions

### Is Karen Ogden a fee-only financial advisor?

Yes. Karen Ogden is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Karen's firm.

### How does Karen charge for financial advice?

Karen's firm, Envest Asset Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Karen work with clients virtually?

Yes. Envest Asset Management, LLC says on its website that it works with clients remotely.

### Where is Karen Ogden based?

Karen Ogden is based in Ridgefield, Connecticut.

### What does Karen specialize in?

Karen's specialties include sustainable & impact investing, tax planning, estate & legacy planning and small business owners. Karen works with founders.

### What credentials does Karen Ogden hold?

Karen Ogden holds the CFP, MBA, BS and CPWA credentials.

### Is Karen Ogden registered with the SEC?

Yes. Karen Ogden is registered as an investment adviser representative in CT and VT (CRD 4844105), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Envest Asset Management, LLC manage?

Envest Asset Management, LLC reports $45.8M across 134 accounts in assets under management.

### How do I contact Karen Ogden?

Through Karen's website, envestam.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44577): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://envestam.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.