The Real Estate Whisperer(R)
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The Real Estate Whisperer® (Whisper EDU, LLC) serves high‑net‑worth individuals and families, with a focus on clients who hold long‑term real estate investments. The firm provides financial planning and consulting — including retirement, tax, estate, and real estate cash‑flow analysis — and does not manage client investment accounts or hold custody of client assets.
In its work the firm relies on client‑provided data, financial‑planning software, and a proprietary "Retirement Income Lab™" to model cash flows and evaluate the performance of investment properties as part of broader retirement and income planning. Engagements are delivered as discrete planning projects rather than ongoing account management, and the firm bills on fixed‑fee or hourly terms rather than charging percentage‑of‑assets fees.
Noteworthy distinctions include the owner’s outside activities as a licensed insurance agent and a real‑estate licensee, which the brochure discloses can produce commissions and referral fees and therefore represent potential conflicts of interest. The firm is very small and owner‑run, and the principal’s commercial real‑estate credentials and adjunct academic roles inform the practice’s emphasis on real‑estate‑specific analysis and planning.
Client services
Financial planning
Expertise
Real estate investing
Cash flow / budgeting
General retirement planning
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Fixed fee between $7,500 and $12,500 for financial planning services
Investment Advisor Representatives receive commissions for sales of investment-related products such as insurance as licensed insurance agents
$475 per hour
Fee-only: Hourly fee of $475 per hour or fixed fee between $7,500 and $12,500 for financial planning services
Main office location
The Real Estate Whisperer(R)
315 Panoramic Drive, Suite 100
Monument CO 80132, United States
Number of offices
1
Most active in
The Real Estate Whisperer(R) has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
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")