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The fee is billed in advance.","source":"ADV PART 2, filed 27 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Whelan Financial use?","answer":"Whelan Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $758M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Whelan Financial have?","answer":"Whelan Financial has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Whelan Financial invest in?","answer":"At the end of its last fiscal year, Whelan Financial’s separately managed accounts held 44% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 6% U.S. government and agency bonds and 1% other. The 1% other category is described as: Variable Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Whelan Financial?","answer":"Whelan Financial’s direct owners are Portia White, Taylor John Whelan & Brittany Margaret Whelan Living Trust DTD 6/5/2025, Taylor John Whelan & Brittany Margaret, Dieu Family Trust DTD 03/08/2025, Stephen C. Detweiler and Danielle E. Woods Detweiler Revocable Trust DTD 12/20/2022, and Stephen C. Detweiler and Danielle E., each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 27 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Whelan Financial get paid?","answer":"Whelan Financial is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Whelan Financial?","answer":"Whelan Financial’s main office is at 7700 North Palm Ave. #201, Fresno, CA 93711-5780. Its phone number is 559-228-8002. 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