Donald Whalen
Versailles Financial · Alpharetta, Georgia
Donald Whalen is a fee-only financial advisor at Versailles Financial in Alpharetta, Georgia. Versailles Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Donald →
Facts
| Firm | Versailles Financial |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33M across 13 accounts |
| SEC registration | Investment adviser representative in GA · CRD 4665788 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.versfin.com |
| Profile |
How Donald's firm compares
- Versailles Financial's average account is about $2.5 million, from its Form ADV (assets managed divided by 13 accounts).
Request an introduction to Donald
Tell Donald a little about what you're looking for. Donald isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Donald
Is Donald Whalen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Versailles Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Versailles Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donald Whalen based?
Donald Whalen is based in Alpharetta, Georgia.
Is Donald Whalen registered with the SEC?
Yes. Donald Whalen is registered as an investment adviser representative in GA (CRD 4665788), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Versailles Financial manage?
Versailles Financial reports $33M across 13 accounts in assets under management.
How do I contact Donald Whalen?
Through Donald's website, www.versfin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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.
See something wrong? Request a correction. Read our methodology.