Firm
Whelan Financial Planning
Cortlandt Manor, New York
Fee-only
Whelan Financial Planning at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 46 individual clients, 29 of them high net worth.
- Its average account is about $523,000 (assets it manages divided by its 148 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Cortlandt Manor, New York |
|---|---|
| Website | mawhelanfinancial.com |
| Phone | (914) 257-3446 |
Whelan Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| How it charges | One-time plans or projects · Ongoing planning fee · Flat fee |
In the firm's words
"Starting at $2,500" source
"The Retirement Review is a thorough one-time project." source
"Our ongoing Retirement and Investment Management Services helps you monitor your progress toward goals" 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 | Fixed fees |
|---|---|
| Assets managed | $77 million |
| Individual clients | 17 |
| High-net-worth clients | 29 |
| Accounts managed | 148 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-122165) |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 140357 |