Kelly McShane
Chicory Wealth · Naperville, Illinois
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.
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Specialties
Facts
| Firm | Chicory Wealth |
|---|---|
| Based in | Naperville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $840.4M across 2,208 accounts |
| SEC registration | Investment adviser representative in IL · CRD 8295747 |
| Exams passed | Series 65 (2026) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | substack.com/@chicorywealth |
How Kelly's firm compares
- Chicory Wealth's average account is about $381,000, from its Form ADV (assets managed divided by 2,208 accounts).
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Questions about Kelly
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Chicory Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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