Taylor Whelan
Whelan Financial · Fresno, California
Taylor Whelan is a fee-only financial advisor at Whelan Financial in Fresno, California, who holds the CFP and CFA credentials. Taylor 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.
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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 · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 6425340 |
| Exams passed | Series 65 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.whelanfinancial.com |
| Profile |
How Taylor's firm compares
- Whelan Financial's average account is about $455,000, from its Form ADV (assets managed divided by 1,718 accounts).
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Questions about Taylor
Is Taylor Whelan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor 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 Taylor charge for financial advice?
Taylor's firm, Whelan Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Taylor Whelan based?
Taylor Whelan is based in Fresno, California.
What does Taylor specialize in?
Taylor's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer.
What credentials does Taylor Whelan hold?
Taylor Whelan holds the CFP and CFA credentials.
Is Taylor Whelan registered with the SEC?
Yes. Taylor Whelan is registered as an investment adviser representative in CA and TX (CRD 6425340), 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 Taylor Whelan?
Through Taylor'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.
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