M.A. Whelan Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 140357
- Registered since
- August 25, 2021
- Website
- mawhelanfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI90.2%
- Individuals9.8%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
M.A. Whelan Financial Planning is a sole-proprietorship independent registered investment adviser, SEC-registered in 2021 and owned by an individual. The firm serves individuals and families with a focus on financial planning and portfolio management for individuals and small businesses. It operates on a fixed-fee model rather than asset-based or performance fees. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities18%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Maureen Whelan
Financial AdvisorCRD 5133502
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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