Whelan Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$631,060,681
Clients
470
Advisors
7
of 9 employees
About
Whelan Financial is an SEC‑registered advisory firm that provides wealth management, financial planning, and discretionary portfolio management to individuals (including high‑net‑worth clients) and to institutional clients such as 401(k) plans, defined‑benefit plans, nonprofits, and corporations. The firm also offers retirement‑plan services including participant education and acts as a 3(38) fiduciary for certain employee benefit plans.
The firm integrates financial planning and investment management through a client‑approved Investment Policy Statement, with portfolios monitored daily and reviewed at least quarterly by advisors and the Investment Committee. Investment offerings range from diversified WF Portfolios and an actively managed Quality Stock Sleeve to direct indexing for taxable accounts and a laddered cash management approach, with portfolio construction informed by proprietary research and third‑party analysis.
Distinctive features include two thematic, actively managed AI strategies — the WF AI Infrastructure Strategy and the WF AI Aggressive Growth Strategy — which apply defined selection criteria (e.g., meaningful AI revenue exposure, a typical market‑cap screening near $5 billion), position caps around 5%, and quarterly rebalancing and are intended for investors with higher risk tolerance. The firm also emphasizes tax‑aware investing (direct indexing and tax‑efficient rebalancing), provides ERISA 3(38) plan management, and disclosed a material change in ownership effective January 1, 2026.
Client services
Expertise
Fee options
$500,000+: 1.00% annually $250,000 - $500,000: 1.5% annually plus $1,000 annual financial planning fee $0 - $250,000: 1.5% annually plus $1,000 annual financial planning fee
Account minimum: $250,000 Fee-only: Fixed fee for financial planning only services, amount outlined in letter of engagement
Main office
7700 North Palm Ave. #201
Fresno CA 93711-5780
Advisors at this office
7
Most active in
California · Idaho · Illinois · Massachusetts · Nevada · Oregon · Texas · Washington
Also doing business as
Whelan Financial · Whelan Vincent Joseph
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Portia W
CFP®, Series 65
Fresno, CA
Whelan Financial
Portia White is a CFP® and holds a Series 65 license, with 19 years of industry experience. She has been with Whelan Financial since 2004. Whelan Financial is an SEC-registered advisory firm offering wealth management, financial planning, and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as 401(k) plans, nonprofits, and corporations. The firm integrates financial planning and investment management through client-approved Investment Policy Statements, employing a range of strategies including thematic AI-focused portfolios and tax-aware investing.
Taylor W
CFP®, CFA®, Series 65
Fresno, CA
Whelan Financial
Taylor Whelan is a CFP®, CFA®, and Series 65-licensed advisor with 11 years of industry experience. He has been with Whelan Financial since 2014. The firm serves both individual and institutional clients, offering wealth management, financial planning, and discretionary portfolio management. Whelan Financial integrates financial planning and investment management through client-approved Investment Policy Statements, with a focus on tax-aware investing and actively managed portfolios including thematic AI strategies.
Stephen D
CFP®, Series 65
Fresno, CA
Whelan Financial
Stephen Detweiler is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Whelan Financial in Fresno, CA since 2010. Whelan Financial is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and institutional clients such as 401(k) plans, defined-benefit plans, nonprofits, and corporations. The firm integrates financial planning and investment management through client-approved Investment Policy Statements and offers a range of investment strategies, including thematic AI-focused portfolios and tax-aware investing.
Michael M
CFP®, Series 63, Series 65
Fresno, CA
Whelan Financial
Michael Manjarrez is a CFP® with six years of industry experience, currently serving as an advisor at Whelan Financial since 2021. His prior experience includes roles at Bolt Wealth Management, Carmax, Citibank, and JP Marketing. Whelan Financial is an SEC-registered advisory firm that provides wealth management, financial planning, and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as 401(k) plans and nonprofits. The firm integrates financial planning with investment management through client-approved Investment Policy Statements and offers a range of investment strategies, including thematic AI-focused portfolios and tax-aware investing.
Lori O
CFP®
Fresno, CA
Whelan Financial
Lori Ong is a CFP® professional with four years of experience currently serving at Whelan Financial since 2017. Prior to joining Whelan Financial, she worked at Fresno Unified School District and Crown Capital Securities. Whelan Financial is an SEC-registered advisory firm that provides wealth management, financial planning, and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as 401(k) plans, nonprofits, and corporations. The firm integrates financial planning with investment management, offering a range of portfolios and actively managed AI strategies, alongside tax-aware investing and ERISA 3(38) plan management.
Vincent W
CFP®, Series 63
Fresno, CA
Whelan Financial
Vincent Whelan is a CFP® with 13 years of industry experience and is affiliated with Whelan Financial in Fresno, CA. He has been with Whelan Financial since 1991, contributing to the firm for over three decades. Whelan Financial is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and institutional clients such as 401(k) plans, nonprofits, and corporations. The firm offers integrated financial planning and investment management, featuring thematic AI investment strategies and a focus on tax-aware portfolio construction.
Michael R
CFP®
Fresno, CA
Whelan Financial
Michael Ryan V is a CFP® professional at Whelan Financial with eight years of industry experience. He worked at Sierra Asset Management for nine years before joining Whelan Financial in 2021. Whelan Financial is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and institutional clients such as 401(k) plans, nonprofits, and corporations. The firm combines financial planning with discretionary portfolio management and offers investment strategies ranging from diversified portfolios to actively managed AI-focused strategies.
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