Firm
Whalen Financial
Las Vegas, Nevada
Fee-only
Whalen Financial at a glance
- One of 56 fee-only firms based in Nevada in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 10 employees and 391 individual clients, 69 of them high net worth.
- Its average account is about $270,000 (assets it manages divided by its 825 accounts).
Fee-only advisors in Nevada · What fee-only advisors charge in Nevada
Facts
| Based in | Las Vegas, Nevada |
|---|---|
| Website | cwm.vegas |
| Phone | (702) 878-3900 |
Whalen Financial fees
Whalen Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $223 million |
| Individual clients | 322 |
| High-net-worth clients | 69 |
| Accounts managed | 825 |
| Employees | 10 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-120102) |
| Financial planning | Offered |
| Form ADV filed | May 7, 2026 |
| SEC record | CRD 311869 |