Maureen Whelan
Whelan Financial Planning · Cortlandt Manor, New York
Maureen Whelan is a fee-only financial advisor at Whelan Financial Planning in Cortlandt Manor, New York, who holds the CFP credential. Maureen charges a one-time planning fee, an ongoing planning fee and a flat fee or retainer (one-time plans from $2,500) and focuses on retirement planning.
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Specialties
Facts
| Firm | Whelan Financial Planning |
|---|---|
| Based in | Cortlandt Manor, New York |
| Fee model | One-time planning fee · Ongoing planning fee · Flat fee or retainer |
| Fees (firm's website) | One-time plans from $2,500 |
| Accepting new clients | Not currently |
| Assets under management | $77.4M across 148 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5133502 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mawhelanfinancial.com |
How Maureen's firm compares
- A one-time plan starts at $2,500, in line with the New York median of $2,500 for fee-only firms that publish prices.
- Whelan Financial Planning's average account is about $523,000, from its Form ADV (assets managed divided by 148 accounts).
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Questions about Maureen
Is Maureen Whelan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maureen holds no broker registration, and Whelan Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maureen charge for financial advice?
Maureen charges a one-time planning fee, an ongoing planning fee and a flat fee or retainer.
How much does Maureen charge?
According to Whelan Financial Planning's website, checked October 30, 2026: one-time plans from $2,500.
Where is Maureen Whelan based?
Maureen Whelan is based in Cortlandt Manor, New York.
What does Maureen specialize in?
Maureen's specialties include retirement planning.
What credentials does Maureen Whelan hold?
Maureen Whelan holds the CFP credential.
Is Maureen Whelan registered with the SEC?
Yes. Maureen Whelan is registered as an investment adviser representative in NY (CRD 5133502), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whelan Financial Planning manage?
Whelan Financial Planning reports $77.4M across 148 accounts in assets under management.
How do I contact Maureen Whelan?
Through Maureen's website, www.mawhelanfinancial.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 Planning 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.
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