# WHALEN FINANCIAL PLANNING

WHALEN FINANCIAL PLANNING of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 289431
- Type: SEC-registered investment adviser
- Location: 13101 W. WASHINGTON BLVD, LOS ANGELES, CA, 90066
- Phone: 424-258-4398
- Latest filing: 2026-03-30
- Regulatory AUM: $999K
- Non-discretionary AUM: $999K
- Clients: 1
- Accounts: 1

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289431/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289431/similar
- Related entities: https://search.stillhousedata.com/firm/289431/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289431

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.