Whelan Financial fees and pricing
Financial planner in Fresno, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 27, 2026, Whelan Financial charges an annual fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500-$5,000/yr
“An additional annual service fee will be charged as follows: $5,000 per year until the plan has reached $500,000 in assets under management; and $2,500 per year thereafter until the plan has reached $1,000,000 in assets under management.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Whelan Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be prorated for partial quarters, including at inception or separation.”
- “Any fees collected for any period beyond the termination of the contract are refunded to the client on a pro-rata basis.”
- “Block trading may allow us to execute equity trades in a timelier, more equitable manner, so that the client receives a pro-rata share of the average share price.”
How Whelan Financial’s fees compare
- Its annual fee of $2,500-$5,000 is below the California median of $6,250. 29% of the 224 other California planners that publish an annual fee charge less.
About Whelan Financial
- Firm size: 9 employees.
- Credentials named in the brochure: CFP®.
- Founded: 1988 (38 years).
Firm details from Form ADV
- 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
- 1.5% a year
- Clients
- 470
- Employees
- 9
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $781,750,987
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107227
- Phone
- (559) 228-8002
Can advise clients in 8 states: California, Idaho, Illinois, Massachusetts, Nevada, Oregon, Texas, Washington
Other planners in Fresno that publish fees
- Artizan WealthFresno$200-$500/hr, $1,500-$50,000
- Bridgewealth Advisory Group, LLCFresno$250/hr
- Coffeehouse CapitalFresno$300/hr, $1,000-$15,000
- Endurance Investment Strategies, Inc.Fresno$200/hr, $1,000-$5,000
- Lyon Restaurant AdvisoryFresno$300/hr, $1,000-$5,000
- Pathways Advisory Group, Inc.Fresno$300/hr, $1,250/qtr
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.