WHITE & COMPANY FINANCIAL PLANNING, INC.
Firm details
- Headquarters
- SUNNYSIDE, Washington
- CRD number
- 115326
- Registered since
- April 19, 2024
- Website
- whitecocpa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals61.24%
- HNWI38.76%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
White & Company Financial Planning, Inc. is an independent registered investment adviser that focuses on individuals and families. The firm registered with the SEC in 2024 and is owned by an individual. Its client services center on financial planning and portfolio management for individuals and small businesses. Compensation is a blend of percentage-of-AUM fees and hourly charges. The adviser does not self-identify as an active ESG investor, is not a capital allocator to third‑party funds, and does not operate as a multi‑state adviser. The firm lists an industry affiliation with accounting professionals, which suggests coordination with tax and accounting resources as part of its service model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
3 of 4JAMES PARKER
ShareholderCRD 4560578
MISTI WIEDERSPOHN
Office ManagerCRD 5260814
GREGORY VANDER TOP
Investment Adviser RepresentativeCRD 5492390
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$161M in ETFs
89%
$144M
4%
$17.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US SMALL-CAP ETF (SCHA) | Schwab | Passive | Small Blend | $21.2M | 728,443 | 13.18% |
Location
SUNNYSIDE, WA
YAKIMA
Location
SUNNYSIDE, WA
Headquartered in SUNNYSIDE, WA, in the West of the United States.
- Region
- West
- County
- YAKIMA
- Address
- 910 Franklin Ave
- Time zone
- PT (UTC-8)
- Office locations
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