White & Company Financial Planning, Inc.

RIASEC Registered

Total AUM

$150M

Discretionary

$150M

100% of AUM

Avg account

$224K

Accounts

669

Employees

4

Advisory reps

4

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

FINTRX

Overview

White & Company Financial Planning, Inc. is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individual and family clients. The firm is SEC-registered (registered in 2024) and bills clients through a combination of percentage-of-AUM fees and hourly charges. Its advisory scope centers on personal financial planning and portfolio management for individuals and small businesses; it does not identify as a capital allocator and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Cash & Cash Equivalents1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 24

Active vs passive

$172M in ETFs

Passive

88%

$151M

Active

5%

$21.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)	Schwab	Passive	Large Blend	$20.4M	796,255	11.85%

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Primary office

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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