Lori Ong is a CFP-designated registered investment advisor at Whelan Financial, based in Fresno, CA, with 4 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 512 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K+ | 1.00% |
For accounts less than $250,000, there is an additional $1,000 annual financial planning fee.
Fee Estimator
Location
7700 North Palm Ave. #201, Fresno, CA, 93711-5780
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Whelan Financial
State Registrations2 states
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