CRD: 289431
Whalen Financial Planning
$998.8K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-22-2017
- Office Locations
- 1
Office Locations
13101 W. Washington Blvd Suite 237 LOS Angeles CA
About Whalen Financial Planning
Whalen Financial Planning is a Los Angeles–based, fee-only fiduciary practice providing comprehensive financial planning and investment guidance for individuals and families, especially those navigating trusts, inheritances, and planned giving. Led by CFP® Patrick Whalen (CFP since 2005) with CTFA credentials and prior national trust-company experience; typically implements portfolios with ETFs/index funds.
Team overview
44 AVG AGE
$998.8K AVG AUM / ADVISOR
$40.0K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PATRICK S WHALEN
Chief Compliance Officer
- CRD
- #4993747
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $998,825 | -- |
| Total | $998,825 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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