Janice Hennessy
ShankerValleau Wealth Advisors, Inc. · Skokie, Illinois
Janice Hennessy is a fee-only financial advisor at ShankerValleau Wealth Advisors, Inc. in Skokie, Illinois, who holds the CFP, CPA and MBA credentials. Janice focuses on tax planning. ShankerValleau Wealth Advisors, Inc. reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | ShankerValleau Wealth Advisors, Inc. |
|---|---|
| Based in | Skokie, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $645.3M across 675 accounts |
| Credentials | CFP · CPA · MBA · MSFP |
| SEC registration | Investment adviser representative in IL · CRD 6418408 |
| Exams passed | Series 65 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | shankervalleau.com |
How Janice's firm compares
- ShankerValleau Wealth Advisors, Inc.'s average account is about $956,000, from its Form ADV (assets managed divided by 675 accounts).
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Questions about Janice
Is Janice Hennessy a fee-only financial advisor?
Yes. Janice Hennessy is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Janice's firm.
How does Janice charge for financial advice?
Janice's firm, ShankerValleau Wealth Advisors, Inc., reports charging a percentage of assets on its SEC Form ADV.
Where is Janice Hennessy based?
Janice Hennessy is based in Skokie, Illinois.
What does Janice specialize in?
Janice's specialties include tax planning.
What credentials does Janice Hennessy hold?
Janice Hennessy holds the CFP, CPA, MBA and MSFP credentials.
Is Janice Hennessy registered with the SEC?
Yes. Janice Hennessy is registered as an investment adviser representative in IL (CRD 6418408), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does ShankerValleau Wealth Advisors, Inc. manage?
ShankerValleau Wealth Advisors, Inc. reports $645.3M across 675 accounts in assets under management.
How do I contact Janice Hennessy?
Through Janice's website, shankervalleau.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- ShankerValleau Wealth Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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