A complete list of active advisors currently associated with Whalen Financial Planning

Warmer can help you find a great advisor at Whalen Financial Planning or one who fits your needs even better.

Whalen Financial Planning is a fee-only, solo registered advisory firm with one advisor, about 25 clients, and roughly $998,825 in assets under management. The firm offers hourly financial planning and consultations, in addition to investment management and planning services for individuals and personal-trust trustees. The firm emphasizes passive investment management, building portfolios from index mutual funds and ETFs and documenting objectives in an Investment Policy Statement. Investment management is primarily non-discretionary — the firm reported $998,825 in non-discretionary AUM and $0 discretionary AUM as of December 31, 2025 — and trades or rebalancing generally require client approval. Whalen Financial Planning tends to work with higher‑asset households, reflecting a $500,000 minimum for investment management and an absence of non‑HNW individual clients on its books. The principal’s prior trust-administration experience and professional credentials (CFP® and CTFA) inform the firm’s work with trustees, and the firm does not accept custody of client assets or engage in aggregated block trading.

To learn more about the advisors currently working at Whalen Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Patrick Whalen	Los Angeles, CA	19

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