Lori Ong
Whelan Financial · Fresno, California
Lori Ong is a fee-only financial advisor at Whelan Financial in Fresno, California, who holds the CFP credential. Lori focuses on retirement planning, tax planning and estate & legacy planning. Whelan Financial reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Lori →
Specialties
Facts
| Firm | Whelan Financial |
|---|---|
| Based in | Fresno, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $781.8M across 1,718 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5845387 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.whelanfinancial.com |
How Lori's firm compares
- Whelan Financial's average account is about $455,000, from its Form ADV (assets managed divided by 1,718 accounts).
Request an introduction to Lori
Tell Lori a little about what you're looking for. Lori 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 Lori
Is Lori Ong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lori holds no broker registration, and Whelan Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lori charge for financial advice?
Lori's firm, Whelan Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lori Ong based?
Lori Ong is based in Fresno, California.
What does Lori specialize in?
Lori's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer.
What credentials does Lori Ong hold?
Lori Ong holds the CFP credential.
Is Lori Ong registered with the SEC?
Yes. Lori Ong is registered as an investment adviser representative in CA and TX (CRD 5845387), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whelan Financial manage?
Whelan Financial reports $781.8M across 1,718 accounts in assets under management.
How do I contact Lori Ong?
Through Lori's website, www.whelanfinancial.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
- Whelan Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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.