# Samantha Silberstein

> Samantha Silberstein is a fee-only financial advisor at Chicory Wealth in Philadelphia, Pennsylvania, who holds the CFP credential. Samantha 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/samantha-silberstein/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Chicory Wealth
- **Based in:** Philadelphia, Pennsylvania
- **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:** 6662504 (https://adviserinfo.sec.gov/individual/summary/6662504)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2016)
- **Firm size:** 23 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://substack.com/@chicorywealth

## Frequently asked questions

### Is Samantha Silberstein a fee-only financial advisor?

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

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

### Where is Samantha Silberstein based?

Samantha Silberstein is based in Philadelphia, Pennsylvania.

### What does Samantha specialize in?

Samantha's specialties include sustainable & impact investing.

### What credentials does Samantha Silberstein hold?

Samantha Silberstein holds the CFP credential.

### Is Samantha Silberstein registered with the SEC?

Yes. Samantha Silberstein is registered as an investment adviser representative in PA (CRD 6662504), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Chicory Wealth manage?

Chicory Wealth reports $840.4M across 2,208 accounts in assets under management.

### How do I contact Samantha Silberstein?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6662504): 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.