Rosanna Neil
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
Rosanna Neil is a CFP® and Series 65-licensed advisor at Chicory Wealth with four years of industry experience. She has worked at Chicory Wealth since 2021 and previously held roles at North American Marine Alliance, was self-employed, and worked with The Population Institute. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations with financial life planning and discretionary portfolio management. The firm employs a blend of fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations, and it also provides model portfolio services to other RIAs.
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
Rosanna N has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Chicory Wealth
2021 - Present (5 years)
North American Marine Alliance
2019 - 2021 (2 years)
Self-employed
2018 - 2019 (1 year)
The Population Institute
2015 - 2017 (2 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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