Firm
Chicory Wealth
Decatur, Georgia
Fee-only
Chicory Wealth at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 16 advisors are listed here; 9 of 16 hold the CFP.
- Its Form ADV reports 23 employees and 539 individual clients, 225 of them high net worth.
- Its average account is about $381,000 (assets it manages divided by its 2,208 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Decatur, Georgia |
|---|---|
| Website | substack.com/@chicorywealth |
| Phone | (404) 294-5917 |
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 | $840 million |
| Individual clients | 314 |
| High-net-worth clients | 225 |
| Accounts managed | 2,208 |
| Employees | 23 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-112089) |
| Financial planning | Offered |
| Form ADV filed | July 13, 2026 |
| SEC record | CRD 290887 |