# Vincent Whelan

> Vincent Whelan is a fee-only financial advisor at Whelan Financial in Fresno, California, who holds the CFP credential. Vincent 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/vincent-whelan/
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:** 1900908 (https://adviserinfo.sec.gov/individual/summary/1900908)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2003)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.whelanfinancial.com

## Frequently asked questions

### Is Vincent Whelan a fee-only financial advisor?

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

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

### Where is Vincent Whelan based?

Vincent Whelan is based in Fresno, California.

### What does Vincent specialize in?

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

### What credentials does Vincent Whelan hold?

Vincent Whelan holds the CFP credential.

### Is Vincent Whelan registered with the SEC?

Yes. Vincent Whelan is registered as an investment adviser representative in CA and TX (CRD 1900908), 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 Vincent Whelan?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1900908): 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.