# Whalen Financial Planning

Whalen Financial Planning is a RIA based in Los Angeles.

## Overview

- **Organization type:** RIA
- **Headquarters:** Los Angeles
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** https://whalenfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/patrick-w-fee-only-financial-planner

## Regulatory record

- **CRD number:** 289431
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289431

## About

Whalen Financial Planning is a fee-only financial planning firm in Los Angeles. The planner is a fiduciary paid by clients rather than commissions, holds the CFP® designation since 2005, and also holds the CTFA designation. The firm helps clients with trust, inheritance, and planned giving decisions.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Who runs investment decisions at Whalen Financial Planning?

Based on the firm's name and small-footprint profile, investment decisions are almost certainly centralized under the founding principal. The practice structure — a solo or small-team financial planning firm — concentrates portfolio authority and client relationship management in one lead adviser rather than an investment committee. This is common for independent RIAs of this scale.

## Related profiles

- [W.H. Financial Services](https://altss.com/profile/wh-financial-services-inc)
- [White Cup](https://altss.com/profile/white-cup)

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Last updated: 2026-08-11T15:08:32.892Z

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