Katarzyna Richardson
Expressive Wealth · Chicago, Illinois
Katarzyna Richardson is a fee-only financial advisor at Expressive Wealth in Chicago, Illinois. Expressive Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Expressive Wealth |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $165.2M across 468 accounts |
| SEC registration | Investment adviser representative in IL · CRD 6458853 |
| Exams passed | Series 63 (2015) · Series 65 (2024) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | expressivewealth.com |
How Katarzyna's firm compares
- Expressive Wealth's average account is about $353,000, from its Form ADV (assets managed divided by 468 accounts).
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Questions about Katarzyna
Is Katarzyna Richardson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katarzyna holds no broker registration, and Expressive Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katarzyna charge for financial advice?
Katarzyna's firm, Expressive Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katarzyna Richardson based?
Katarzyna Richardson is based in Chicago, Illinois.
Is Katarzyna Richardson registered with the SEC?
Yes. Katarzyna Richardson is registered as an investment adviser representative in IL (CRD 6458853), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Expressive Wealth manage?
Expressive Wealth reports $165.2M across 468 accounts in assets under management.
How do I contact Katarzyna Richardson?
Through Katarzyna's website, expressivewealth.com.
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
- 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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