# Katie Reichart

> Katie Reichart is a fee-only financial advisor at Doyenne Wealth Advisors in Chicago, Illinois, who holds the CFA credential. Katie focuses on family wealth transfer and tax planning. Doyenne Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/katie-reichart/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Doyenne Wealth Advisors
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** a $10,000,000 asset minimum
- **Assets under management (firm):** $2.04B across 740 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer, Tax planning
- **Works with:** Ultra high net worth, Multi-generational families, Mid-life transitions
- **CRD:** 8257878 (https://adviserinfo.sec.gov/individual/summary/8257878)
- **SEC registration:** Investment adviser representative in IL
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.doyenneadvisors.com/

## Frequently asked questions

### Is Katie Reichart a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Katie holds no broker registration, and Doyenne Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Katie charge for financial advice?

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

### How much does Katie charge?

According to Doyenne Wealth Advisors's website, checked October 30, 2026: a $10,000,000 asset minimum.

### Where is Katie Reichart based?

Katie Reichart is based in Chicago, Illinois.

### What does Katie specialize in?

Katie's specialties include family wealth transfer and tax planning. Katie works with ultra high net worth, multi-generational families and mid-life transitions.

### What credentials does Katie Reichart hold?

Katie Reichart holds the CFA credential.

### Is Katie Reichart registered with the SEC?

Yes. Katie Reichart is registered as an investment adviser representative in IL (CRD 8257878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Doyenne Wealth Advisors manage?

Doyenne Wealth Advisors reports $2.04B across 740 accounts in assets under management.

### How do I contact Katie Reichart?

Through Katie's website, www.doyenneadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8257878): 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://www.doyenneadvisors.com/): 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.