# Whitman Financial Services, LLC.

> Whitman Financial Services, LLC. is a state-registered investment advisory firm in North Reading, MA, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.

- CRD: 117633
- Filed as: WHITMAN FINANCIAL SERVICES, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Reading, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117633
- AdvisorCensus page: https://advisorcensus.com/firm/whitman-financial-services-llc-north-reading-ma-117633

## Quick answers

**How is Whitman Financial Services, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Whitman Financial Services, LLC. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Whitman Financial Services, LLC. located?**
Whitman Financial Services, LLC.'s principal office is in North Reading, MA, according to its Form ADV.

**Is Whitman Financial Services, LLC. registered with the SEC or a state?**
Whitman Financial Services, LLC. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 117633.

**Does Whitman Financial Services, LLC. 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/117633

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trustustoday.com
- Facebook @Whitman-Financial-Services-LLC-119385044824194
- LinkedIn @dallascoffman

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whitman Financial Services, LLC. (CRD 117633): Form ADV filing data as of October 2026.