# Katherine Hagedorn

> Katherine Hagedorn is a fee-only financial advisor at Chicory Wealth in Decatur, Georgia, who holds the CFP credential. Katherine 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/katherine-hagedorn/
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:** 6196836 (https://adviserinfo.sec.gov/individual/summary/6196836)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 66 (2015)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** https://substack.com/@chicorywealth

## Frequently asked questions

### Is Katherine Hagedorn a fee-only financial advisor?

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

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

### Where is Katherine Hagedorn based?

Katherine Hagedorn is based in Decatur, Georgia.

### What does Katherine specialize in?

Katherine's specialties include sustainable & impact investing.

### What credentials does Katherine Hagedorn hold?

Katherine Hagedorn holds the CFP credential.

### Is Katherine Hagedorn registered with the SEC?

Yes. Katherine Hagedorn is registered as an investment adviser representative in IL (CRD 6196836), 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 Katherine Hagedorn?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6196836): 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.