Katie Reichart
Doyenne Wealth Advisors · Chicago, Illinois
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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Mid-life transitions
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 | $2.04B across 740 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 8257878 |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.doyenneadvisors.com |
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Questions about Katie
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.
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
- Doyenne Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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