Whalen Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$310/hr

“Changed hourly fee from $300 per hour to $310 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Whalen Financial Planning’s fees compare

• Its hourly rate of $300-$310 is above the California median of $300. 55% of the 932 other California planners that publish an hourly rate charge less.
• 20 of the 35 other planners in Los Angeles that publish an hourly rate charge less.

About Whalen Financial Planning

• Principal: Patrick S. Whalen
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Insurance analysis

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$998,825

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289431

Website

whalenfinancialplanning.com (opens in new tab)

Phone

(424) 258-4398

Other planners in Los Angeles that publish fees

• Ades Investment Counsel, Inc.Los Angeles$300/hr, $300⁠-⁠$5,000
• Aqua Capital AdvisorsLos Angeles$5,000⁠-⁠$10,000
• Bates Wealth Management, LLCLos Angeles$250/hr
• Blackacre WealthLos Angeles$400/hr, $2,500⁠-⁠$25,000
• Blacklines FinancialLos Angeles$5,000/yr
• Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500⁠-⁠$6,500

Compare all 73 planners in Los Angeles