Cristian Sanabria

Whalen Financial

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Firm Information

Whalen Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

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 Management	Annual Fee
Up to $2.0M	1.20%
$2.0M - $5.0M	1.00%
$5.0M - $10.0M	0.50%
$10M+	0.35%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$3,300

For portfolio management, fees are based on a percentage of your assets under management (AUM). Financial planning fees are a fixed rate of $3300 for a comprehensive plan, plus an annual $550 fee. Clients are responsible for paying third-party fees such as custodian and brokerage fees. There is no account minimum.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Advisor Information

Office location

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

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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.

Other Business Activities

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