Fee-only adviser · Decatur, GA
Chicory Wealth
Chicory Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Decatur, Georgia (its office is a private residence, so the street address is not published). On its latest Form ADV, filed July 13, 2026, it reports $840M in regulatory assets under management, 539 individual clients and 12 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 290887 · SEC file 801-112089 |
| Office | Decatur, GA (mailing address; office not published) |
| Phone | (404) 294-5917 |
| Website | chicorywealth.com |
| Regulatory assets under management | $840M ($838M discretionary) |
| Individual clients | 314 non-high-net-worth, 225 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 23 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Decatur
- Ferguson Shapiro LLC $415M
- Minerva Planning Group $237M
- One Source Advisory Services, LLC $16M
- Vip Wealth Advisors $126M
- Financial Lab $1.4M
- Mindful Capital Management $1.9M
See all 8 fee-only advisers in Decatur →
Nearby
- Scottdale 1 firm
- Brookhaven 1 firm
- Chamblee 2 firms
- Atlanta 140 firms
- Ellenwood 1 firm
- Dunwoody 1 firm
- Sandy Springs 3 firms
- Morrow 1 firm
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