Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
408 clients
Average Client Portfolio
$471K average
Assets Under Management
$192.3M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.20%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.50%
$10M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7160 Rafael Rivera Way, Suite 220, Las Vegas, NV, 89113

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cristian Sanabria handles scheduling, payroll, time corrections, and patient file management. This activity is not investment-related.

Employment History
Current Registrations
Whalen Financial
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
NV
Advisor
Exams
No exam information available for this advisor.