# Michael Manjarrez

> Michael Manjarrez is a fee-only financial advisor at Whelan Financial in Fresno, California, who holds the CFP credential. Michael 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.

Page: https://find.wellspent.co/advisors/michael-manjarrez/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Whelan Financial
- **Based in:** Fresno, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $781.8M across 1,718 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 6105145 (https://adviserinfo.sec.gov/individual/summary/6105145)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2012), Series 65 (2019)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.whelanfinancial.com

## Frequently asked questions

### Is Michael Manjarrez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

Michael's firm, Whelan Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michael Manjarrez based?

Michael Manjarrez is based in Fresno, California.

### What does Michael specialize in?

Michael's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer.

### What credentials does Michael Manjarrez hold?

Michael Manjarrez holds the CFP credential.

### Is Michael Manjarrez registered with the SEC?

Yes. Michael Manjarrez is registered as an investment adviser representative in CA and TX (CRD 6105145), 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 Michael Manjarrez?

Through Michael's website, www.whelanfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6105145): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://whelanfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.