Patrick Whalen
Whalen Financial Planning · Los Angeles, California
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.
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Specialties
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 |
| Assets under management | $999K across 1 accounts |
| Credentials | CFP · CTFA |
| SEC registration | Investment adviser representative in CA · CRD 4993747 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | whalenfinancialplanning.com |
How Patrick's firm compares
- A one-time plan starts at $5,000, above the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $310, in line with the California median of $300 for fee-only firms that publish prices.
- Whalen Financial Planning's average account is about $999,000, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Patrick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Whalen Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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