Vanessa Medina
Whalen Financial · Las Vegas, Nevada
Vanessa Medina is a fee-only financial advisor at Whalen Financial in Las Vegas, Nevada. Whalen Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Whalen Financial |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $223.0M across 825 accounts |
| SEC registration | Investment adviser representative in NV · CRD 6885054 |
| Exams passed | Series 65 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | cwm.vegas |
How Vanessa's firm compares
- Whalen Financial's average account is about $270,000, from its Form ADV (assets managed divided by 825 accounts).
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Questions about Vanessa
Is Vanessa Medina a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vanessa holds no broker registration, and Whalen Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Vanessa charge for financial advice?
Vanessa's firm, Whalen Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Vanessa Medina based?
Vanessa Medina is based in Las Vegas, Nevada.
Is Vanessa Medina registered with the SEC?
Yes. Vanessa Medina is registered as an investment adviser representative in NV (CRD 6885054), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whalen Financial manage?
Whalen Financial reports $223.0M across 825 accounts in assets under management.
How do I contact Vanessa Medina?
Through Vanessa's website, cwm.vegas.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Las Vegas
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
- 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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