Overview
Assets Under Management: $77 million
High-Net-Worth Clients: 29
Average Client Assets: $2.4 million
Frequently Asked Questions
M.A. WHELAN FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140357), M.A. WHELAN FINANCIAL PLANNING is subject to fiduciary duty under federal law.
M.A. WHELAN FINANCIAL PLANNING serves 29 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, M.A. WHELAN FINANCIAL PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
M.A. WHELAN FINANCIAL PLANNING manages $77 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, M.A. WHELAN FINANCIAL PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.20%
Average Client Assets: $2.4 million
Total Client Accounts: 148
Discretionary Accounts: 148
Regulatory Filings
CRD Number: 140357
Filing ID: 2049237
Last Filing Date: 2026-03-02 14:07:36