WHALEN FINANCIAL PLANNING

Overview

Whalen Financial Planning is a single-owner, sole proprietorship advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm operates under an unclassified adviser designation and reports a fee model that combines a percentage of assets under management with hourly charges. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a capital allocator or pension consultant. Advisory services are limited to financial planning and managing portfolios for individual and small-business clients. The firm’s filing indicates non-discretionary management of client assets rather than discretionary authority.

Assets & Accounts

Investments & Alternatives

Location & Offices