Advisor at Versailles Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Versailles Financial, LLC
Location
Alpharetta, GA
Credentials
Series 65
Industry experience
22 years
Donald Whalen is the sole advisor at Versailles Financial, LLC in Alpharetta, GA, holding a Series 65 designation with 22 years of industry experience. He has led Versailles Financial since 2003. Outside of his advisory work, he owns a private ice rink used for training and rentals. Versailles Financial serves individuals, trusts, estates, charitable organizations, small businesses, and pension and profit-sharing plans with personalized financial planning and investment management. The firm operates on a fee-only basis and emphasizes strategic asset allocation using no-load and low-load mutual funds and ETFs, offering services that include pension consulting.
Based on Versailles Financial, LLC
Based on Versailles Financial, LLC
Financial planning fee minimum $3,500 (not negotiable); retainer/fixed fee minimum $3,500 for advisory agreements
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
$250 per hour for additional implementation work and limited scope engagements
Account minimum: $3,500 minimum for financial planning; $6,000 minimum annual fee for advisory agreement Minimum fee: $3,500 minimum fee for financial planning; $6,000 minimum annual fee for advisory agreement Fee-only: Strictly fee-only financial planning and investment management; no commissions or finder's fees accepted
Alpharetta, GA
Georgia
Versailles Financial, LLC
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
Series 65
Cumming, GA
VIVCAP LLC
Series 65
Marietta, GA
AF Capital Management, LLC
CFP®, ChFC®, Series 63
Atlanta, GA
McWilliams Financial Advisory Group LLC
Series 63, Series 65
Canton, GA
Gustafsson Wealth Management, Inc.
CFP®, Series 63
Alpharetta, GA
Cwpim
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")