Mary Shaltis
Advisor at Chicory Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Mary Shaltis is a CFP® with 12 years of experience in the financial services industry. She is currently with Chicory Wealth and previously worked at Ameriprise Financial Services, Inc. from 2013 to 2017. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental analysis, quantitative models, and ESG metrics to create customized asset allocations, offering financial life planning and discretionary portfolio management.
Client services
Based on Chicory Wealth
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Chicory Wealth
General retirement planning
Wealth management
ESG / Sustainable investing
Tax strategies for small businesses
General estate planning guidance
Fee options
$0 - $5,000,000: 1.0% $5,000,001 - $15,000,000: 0.75% $15,000,001+: 0.5%
Account minimum: $10,000 Minimum fee: Minimum annual fee of $10,000 for Financial Life Planning Services, calculated monthly. Fee-only: Fixed fees for Estate Planning Services ranging from $1,000 to $5,000.
Location
Decatur, GA
Most active in
Mary S has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
M. Kulyk & Associates, LLC
2018 - Present (8 years)
Ameriprise Financial Services, Inc.
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Charles S
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Gregory S
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
Adam D
Series 65
Atlanta, GA
Adam Capital
Jason A
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
Chloe M
CFP®, Series 63
Atlanta, GA
Financial Staples
David L
Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")