Eric Benzel Ward
Advisor at Chicory Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Eric Benzel Ward is a financial advisor at Chicory Wealth in Westminster, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Chicory Wealth, he worked in education at DSST Public Schools, Relay Graduate School of Education, UnBounded Learning, Inc., and Brooklyn Prospect Charter School. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations with financial life planning and discretionary portfolio management. The firm integrates fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations, and it manages approximately $683 million across 478 clients.
Client services
Based on Chicory Wealth
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Chicory Wealth
General retirement planning
Wealth management
ESG / Sustainable investing
Tax strategies for small businesses
General estate planning guidance
Fee options
$0 - $5,000,000: 1.0% $5,000,001 - $15,000,000: 0.75% $15,000,001+: 0.5%
Account minimum: $10,000 Minimum fee: Minimum annual fee of $10,000 for Financial Life Planning Services, calculated monthly. Fee-only: Fixed fees for Estate Planning Services ranging from $1,000 to $5,000.
Location
Westminster, CO
Most active in
Eric B has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Chicory Wealth
2026 - Present (1 year)
Chicory Wealth
2025 - 2025 (1 year)
DSST Public Schools
2022 - 2025 (3 years)
DSST Public Schools
2021 - 2022 (1 year)
DSST Public Schools
2020 - 2021 (1 year)
Relay Graduate School of Education
2020 - 2021 (1 year)
UnBounded Learning, Inc
2020 - 2021 (1 year)
Relay Graduate School of Education
2019 - 2020 (1 year)
Relay Graduate School of Education
2018 - 2019 (1 year)
Relay Graduate School of Education
2016 - 2018 (2 years)
DSST Public Schools
2015 - 2018 (3 years)
Brooklyn Prospect Charter School
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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