Karen Ogden
Envest Asset Management, LLC · Ridgefield, Connecticut
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.
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Specialties
Who they serve
- Founders
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 |
| Accepting new clients | Yes |
| Assets under management | $45.8M across 134 accounts |
| Credentials | CFP · MBA · BS · CPWA |
| SEC registration | Investment adviser representative in CT, VT · CRD 4844105 |
| Exams passed | Series 66 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | envestam.com |
| Profile |
How Karen's firm compares
- Envest Asset Management, LLC's average account is about $342,000, from its Form ADV (assets managed divided by 134 accounts).
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Questions about Karen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Envest Asset Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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