Advisor at Whalen Financial Planning
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Firm
Whalen Financial Planning
Location
Los Angeles, CA 90066
Credentials
CFP®, Series 66
Industry experience
19 years
Patrick Whalen is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is the principal of Whalen Financial Planning, an independent firm he founded in 2017. Prior to that, he worked at Fidelity Investment from 2012 to 2017. Whalen Financial Planning provides hourly and project-based financial planning, consultation, and investment management services primarily to individuals and trustees of personal irrevocable trusts. The firm emphasizes passive investment strategies using index mutual funds and ETFs, focusing on tax efficiency and low turnover, and primarily manages assets on a non-discretionary basis.
Based on Whalen Financial Planning
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $3,000,000: 0.70% $3,000,000 - $4,000,000: 0.60% $4,000,000 - $5,000,000: 0.50% $5,000,000+: 0.40%
$300 per hour, billed in 6-minute increments; negotiable at principal's discretion.
Account minimum: $500,000 minimum to qualify for investment management services (can be waived at principal's discretion); no minimum for financial planning or consultation clients Fee-only: Fee-only firm; no commissions or referral fees received.
13101 W. Washington Blvd, Suite 237
Los Angeles, CA 90066
California
Patrick Steven Whalen d/b/a Whalen Financial Planning
2017 - Present (9 years)
Unemployed
2017 - 2017 (1 year)
Fidelity Investment
2012 - 2017 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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