# Mary Shaltis

> Mary Shaltis is a fee-only financial advisor at Chicory Wealth in Decatur, Georgia, who holds the CFP credential. Mary 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/mary-shaltis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Chicory Wealth
- **Based in:** Decatur, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $840.4M across 2,208 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing
- **CRD:** 6217165 (https://adviserinfo.sec.gov/individual/summary/6217165)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 66 (2013)
- **Firm size:** 23 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://substack.com/@chicorywealth

## Frequently asked questions

### Is Mary Shaltis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mary 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 Mary charge for financial advice?

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

### Where is Mary Shaltis based?

Mary Shaltis is based in Decatur, Georgia.

### What does Mary specialize in?

Mary's specialties include sustainable & impact investing.

### What credentials does Mary Shaltis hold?

Mary Shaltis holds the CFP credential.

### Is Mary Shaltis registered with the SEC?

Yes. Mary Shaltis is registered as an investment adviser representative in GA (CRD 6217165), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Chicory Wealth manage?

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

### How do I contact Mary Shaltis?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6217165): 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

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