White & Company Financial Planning, Inc.
● SEC registered since 2024CRD 115326SEC# 801-129965Sunnyside, WA
Reg. AUM
$149.8M
Employees
4
Accounts
669
Location
Sunnyside, WA
About White & Company Financial Planning
White & Company combines accounting, tax preparation, and financial services including financial planning and investment management. The Sunnyside, Washington practice supports individuals and businesses with bookkeeping, payroll, and tax planning.
Summary based on the firm’s website.
White & Company Financial Planning, Inc. assets under management
White & Company Financial Planning, Inc. operates as an SEC-registered investment adviser based in Sunnyside, WA. The firm has been registered since 2024. It reports $149.8 million in regulatory assets under management and employs 4 people.
White & Company Financial Planning, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Eric Parker Control | Vice President | 50-75% | 2005 |
| Thomas Albert White Control | Chief Compliance Officer | 50-75% | 2005 |
Frequently asked questions
How much does White & Company Financial Planning, Inc. manage?
White & Company Financial Planning, Inc. reports $149.8 million in regulatory assets under management on its Form ADV.
How many employees does White & Company Financial Planning, Inc. have?
White & Company Financial Planning, Inc. reports 4 employees.
Where is White & Company Financial Planning, Inc. located?
White & Company Financial Planning, Inc. is based in Sunnyside, WA and has been SEC-registered since 2024.
Does White & Company Financial Planning, Inc. disclose fund performance?
White & Company Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 910 Franklin Ave, Suite 3, Sunnyside, WA 98944 |
| Phone | 509-837-6700 |
| Fax | 509-837-8151 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2039300 |
| Discloses disciplinary history | No |
Regulatory AUM
$149.8M▲ 14%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$149.8Mregulatory AUM
Discretionary $149.8M