M.A. Whelan Financial Planning offers financial planning and investment management services to individuals and families, particularly those nearing or in retirement. Whelan Financial Planning also prepares income tax returns for some clients. After a "Retirement Review," clients can have Whelan Financial Planning develop an investment strategy based on their risk tolerance, goals, and tax situation, using mutual funds, ETFs, and other securities. The firm monitors these investments and discusses potential changes with the client. Investment management is typically provided with authority to make trades without asking first.
Fee Structure
Whelan Financial Planning charges a flat annual fee for investment management services, based on the amount of your investments and the complexity of your situation. This fee is determined at the start of the relationship and remains in effect until the advisor provides notice of a fee adjustment. The minimum annual fee for investment management is $3,000. These fees do not include any transaction fees or commissions charged by the brokerage firm. Fees are payable quarterly in arrears.
