# Kelly McShane

> Kelly McShane is a fee-only financial advisor at Chicory Wealth in Naperville, Illinois. Kelly focuses on sustainable & impact investing. Chicory Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kelly-mcshane/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Chicory Wealth
- **Based in:** Naperville, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $840.4M across 2,208 accounts
- **Specialties:** Sustainable & impact investing
- **CRD:** 8295747 (https://adviserinfo.sec.gov/individual/summary/8295747)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2026)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** https://substack.com/@chicorywealth

## Frequently asked questions

### Is Kelly McShane a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Chicory Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kelly charge for financial advice?

Kelly's firm, Chicory Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kelly McShane based?

Kelly McShane is based in Naperville, Illinois.

### What does Kelly specialize in?

Kelly's specialties include sustainable & impact investing.

### Is Kelly McShane registered with the SEC?

Yes. Kelly McShane is registered as an investment adviser representative in IL (CRD 8295747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chicory Wealth manage?

Chicory Wealth reports $840.4M across 2,208 accounts in assets under management.

### How do I contact Kelly McShane?

Through Kelly's website, substack.com/@chicorywealth.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8295747): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://substack.com/@chicorywealth): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.