Overview
Assets Under Management: $150 million
Headquarters: SUNNYSIDE, WA
High-Net-Worth Clients: 40
Average Client Assets: $1.5 million
Frequently Asked Questions
WHITE & COMPANY FINANCIAL PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115326), WHITE & COMPANY FINANCIAL PLANNING, INC. is subject to fiduciary duty under federal law.
WHITE & COMPANY FINANCIAL PLANNING, INC. is headquartered in SUNNYSIDE, WA.
WHITE & COMPANY FINANCIAL PLANNING, INC. serves 40 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, WHITE & COMPANY FINANCIAL PLANNING, INC. offers financial planning and portfolio management for individuals. View all service details ↓
WHITE & COMPANY FINANCIAL PLANNING, INC. manages $150 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, WHITE & COMPANY FINANCIAL PLANNING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.76%
Average Client Assets: $1.5 million
Total Client Accounts: 669
Discretionary Accounts: 669
Regulatory Filings
CRD Number: 115326
Filing ID: 2062482
Last Filing Date: 2026-03-25 09:51:02