Andrew Whalen
Whalen Financial · Las Vegas, Nevada
Andrew Whalen is a fee-only financial advisor at Whalen Financial in Las Vegas, Nevada. Whalen Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Whalen Financial |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $223.0M across 825 accounts |
| SEC registration | Investment adviser representative in NV · CRD 5179797 |
| Exams passed | Series 63 (2009) · Series 65 (2011) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | cwm.vegas |
| Profile |
How Andrew's firm compares
- Whalen Financial's average account is about $270,000, from its Form ADV (assets managed divided by 825 accounts).
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Questions about Andrew
Is Andrew Whalen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Whalen Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Whalen Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrew Whalen based?
Andrew Whalen is based in Las Vegas, Nevada.
Is Andrew Whalen registered with the SEC?
Yes. Andrew Whalen is registered as an investment adviser representative in NV (CRD 5179797), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Whalen Financial manage?
Whalen Financial reports $223.0M across 825 accounts in assets under management.
How do I contact Andrew Whalen?
Through Andrew's website, cwm.vegas.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Las Vegas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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