Firm
Whalen Financial Planning
Los Angeles, California
Fee-only
Whalen Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its average account is about $999,000 (assets it manages divided by its 1 accounts).
- Its hourly rate of $310 is in line with the California median of $300.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | whalenfinancialplanning.com |
| [email protected] | |
| Phone | (424) 258-4398 |
Whalen Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,000 |
|---|---|
| Hourly | $310 an hour |
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"The fee estimate is calculated at my hourly rate (currently $310 per hour)." source
"The cost for a written plan that includes 2 meetings to go over the plan is typically in the $5,000 to $12,000 range." source
"The fee estimate is calculated at my hourly rate (currently $310 per hour)." source
"The cost for a written plan that includes 2 meetings to go over the plan is typically in the $5,000 to $12,000 range." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $1 million |
| Accounts managed | 1 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 289431 |