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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Value timberEmber pioneer +more
- Established Date
- 08-25-2021
- Office Locations
- 1
Office Locations
About M.a. Whelan Financial Planning
Whelan Financial Planning is an independent, fee-only RIA serving Northern Westchester, Putnam County, Duchess County, and Western Long Island, with a retirement-first planning focus. Services include a one-time Retirement Review, ongoing retirement & investment management on a flat annual fee, and personal income tax preparation (included or standalone for select individuals). Founder Maureen Whelan, CFP, has prior Wall Street experience; not accepting new clients currently.
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Investment Themes
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Owner & Executives
MAUREEN ANN WHELAN
Chief Compliance Officer, Owner, Principal
- CRD
- #5133502
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,359,453 | $522,699 |
| Non-Discretionary | $0 | -- |
| Total | $77,359,453 | $522,699 |
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Separately Managed Accounts
Total SMA Asset: $77,359,453
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $723,136,700 | 32.0% |
| Equity - Exchange | $558,171,140 | 24.7% |
| Cash | $381,906,570 | 16.9% |
| U.S. Government/Agency | $596,587,778 | 26.4% |
| Total | $2,259,802,188 | 100.0% |