# Whisper Financial

> Whisper Financial is a state-registered investment advisory firm in Cobb, CA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 317414
- Filed as: WHISPER FINANCIAL
- Legal name: Whisper Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cobb, CA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317414
- AdvisorCensus page: https://advisorcensus.com/firm/whisper-financial-cobb-ca-317414

## Quick answers

**How is Whisper Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Whisper Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Whisper Financial located?**
Whisper Financial's principal office is in Cobb, CA, according to its Form ADV.

**Is Whisper Financial registered with the SEC or a state?**
Whisper Financial is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317414.

**How much does Whisper Financial manage?**
Whisper Financial reports $1,578,119 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**What types of clients does Whisper Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (1).

**Does Whisper Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317414

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,578,119
- Discretionary: $1,578,119
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $1,535,087 |
| High net worth individuals | 1 | $43,032 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- whisperfinancial.sh
- Instagram @gingerelaglass
- Instagram @whisperfinancial
- LinkedIn @whisperfinancial
- Facebook @Whisperfinancial
- X @whisperfin
- X @whisperfin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whisper Financial (CRD 317414): Form ADV filing data as of October 2026.