Advisor at M.A. Whelan Financial Planning
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Firm
M.A. Whelan Financial Planning
Location
Cortlandt Manor, NY
Credentials
CFP®
Industry experience
4 years
Maureen Whelan is a CFP® professional with 4 years of industry experience, operating under her firm M.A. Whelan Financial Planning since 2006. The firm provides financial planning and investment management primarily to individuals and families approaching or in retirement, along with income tax return preparation for some clients. M.A. Whelan Financial Planning emphasizes asset allocation and low investment costs, offering both one-time Retirement Review engagements and ongoing portfolio management using mutual funds, ETFs, and other securities. The firm uses a flat annual advisory fee model and integrates tax considerations and third-party research into its recommendations.
Based on M.A. Whelan Financial Planning
Retirement Reviews charged as fixed fees starting at $2,500, up to $5,000 based on complexity; periodic updates start at $1,500
Account minimum: $300,000 Minimum fee: Minimum annual fee for Investment Management services is $3,000 Fee-only: Financial planning fees are fixed fees ranging from $2,500 to $5,000 for Retirement Reviews; periodic updates start at $1,500
Cortlandt Manor, NY
New York
M. A. Whelan Financial Planning
2006 - Present (20 years)
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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.
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