Firm
Chicory Wealth
Larimore, North Dakota
Fee-only
Chicory Wealth at a glance
- One of 12 fee-only firms based in North Dakota in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 27 individual clients.
- Its average account is about $30,000 (assets it manages divided by its 42 accounts).
Facts
| Based in | Larimore, North Dakota |
|---|---|
| Website | substack.com/@21stfinancial |
| Phone | (701) 830-0337 |
Chicory Wealth fees
Chicory Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 27 |
| Accounts managed | 42 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 338230 |