Mary Shaltis
Chicory Wealth · Decatur, Georgia
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.
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Specialties
Facts
| Firm | Chicory Wealth |
|---|---|
| Based in | Decatur, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $840.4M across 2,208 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6217165 |
| Exams passed | Series 66 (2013) |
| Firm size | 23 employees |
| Disclosures | Reported; see the SEC record |
| Website | substack.com/@chicorywealth |
| Profile |
How Mary'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 Mary
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.
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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