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They include 197 high-net-worth individuals, 169 individual clients and 6 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Whipplewood Advisors offer?","answer":"Whipplewood Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Whipplewood Advisors charge?","answer":"Whipplewood Advisors charges up to 1.15% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.","source":"PART 2A BROCHURE, filed 8 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Whipplewood Advisors use?","answer":"Whipplewood Advisors’ separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $322M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Whipplewood Advisors have?","answer":"Whipplewood Advisors has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 3 employees are 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 Whipplewood Advisors invest in?","answer":"At the end of its last fiscal year, Whipplewood Advisors’ separately managed accounts held 35% registered funds (mutual funds, ETFs, BDCs), 31% cash and equivalents, 28% exchange-traded equities, 4% other, 1% state and local bonds and 1% investment grade corporate bonds. The 4% other category is described as: Private Reits and Private Credit,private Equity, Private Infrastructure, Private Placement Variable Annuity and Private Placement Variable Life.","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 Whipplewood Advisors?","answer":"Whipplewood Advisors’ direct owners are Mona Feeley, Richard Whipple and Joseph Hubbard, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 8 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Whipplewood Advisors get paid?","answer":"Whipplewood Advisors is paid through a percentage of assets under management, hourly charges 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 Whipplewood Advisors?","answer":"Whipplewood Advisors’ main office is at 11852 Shaffer Drive, Building B, Littleton, CO 80127. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}