Whalen Financial fees and pricing

Financial planner in Las Vegas, Nevada. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 9, 2026, Whalen Financial charges a flat or project fee of $3,300 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $3,300; “The fixed rate for creating client financial plans is $3300.”

Payment and refund terms, quoted from the fee section of the brochure.

“Clients may terminate the agreement without penalty for a full refund of Whalen Financial's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty, for full refund of Whalen Financial’s fees, within five business days of signing the Financial Planning Agreement.”

Its flat or project fee of $3,300 is below the Nevada median of $5,000. 42% of the 50 other Nevada planners that publish a flat or project fee charge less.
11 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Clients: 391
Employees: 10
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $222,958,975
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 311869
Website: cwm.vegas (opens in new tab)
Phone: (702) 878-3900

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.