M.a. Whelan Financial Planning

M.A. Whelan Financial Planning, established in 2006 by Maureen Whelan, offers financial planning and investment management services primarily for individuals and families nearing or in retirement. The firm's investment approach involves developing asset allocations based on client risk tolerance and objectives, utilizing mutual funds, ETFs, and other securities. With $58,874,793 in discretionary assets under management as of December 31, 2024, the firm typically operates with discretionary authority, executing trades without prior client consent. Whelan Financial Planning charges fixed fees for services, starting at $2,500 for "Retirement Reviews" and a minimum annual fee of $3,000 for investment management. Clients receive quarterly statements and reports, maintaining ownership of their assets. The firm does not charge performance-based fees and requires a minimum account size of $300,000 for investment management services. Whelan Financial Planning's investment strategies focus on asset allocation decisions and minimizing costs, primarily using mutual funds and ETFs. The firm does not have any disciplinary history and is not affiliated with other financial entities. Maureen Whelan, the President and CCO, holds a CFP® designation and has a background in finance and accounting.