WHITE & COMPANY FINANCIAL PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$149,805,946
Discretionary
$149,805,946
Non-discretionary
$0
Firm details
- CRD number
- 115326
- SEC file number
- 801-129965
- Main office
- SUNNYSIDE, WA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPS://WWW.WHITECOCPA.COM
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.