# Patrick Whalen

> Patrick Whalen is a fee-only financial advisor at Whalen Financial Planning in Los Angeles, California, who holds the CFP and CTFA credentials. Patrick charges hourly fees and a one-time planning fee (one-time plans from $5,000 and $310 an hour) and focuses on retirement planning and pension planning.

Page: https://find.wellspent.co/advisors/patrick-whalen/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Whalen Financial Planning
- **Based in:** Los Angeles, California
- **Fee model:** Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $5,000; $310 an hour
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $999K across 1 accounts
- **Credentials:** CFP, CTFA
- **Specialties:** Retirement planning, Pension planning
- **CRD:** 4993747 (https://adviserinfo.sec.gov/individual/summary/4993747)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://whalenfinancialplanning.com

## Frequently asked questions

### Is Patrick Whalen a fee-only financial advisor?

Yes. Patrick Whalen is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Patrick's firm.

### How does Patrick charge for financial advice?

Patrick charges hourly fees and a one-time planning fee.

### How much does Patrick charge?

According to Whalen Financial Planning's website, checked October 28, 2026: one-time plans from $5,000; $310 an hour.

### Where is Patrick Whalen based?

Patrick Whalen is based in Los Angeles, California.

### What does Patrick specialize in?

Patrick's specialties include retirement planning and pension planning.

### What credentials does Patrick Whalen hold?

Patrick Whalen holds the CFP and CTFA credentials.

### Is Patrick Whalen registered with the SEC?

Yes. Patrick Whalen is registered as an investment adviser representative in CA (CRD 4993747), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Whalen Financial Planning manage?

Whalen Financial Planning reports $999K across 1 accounts in assets under management.

### How do I contact Patrick Whalen?

Through Patrick's website, whalenfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45722): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://whalenfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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