CRD: 115326
White & Company Financial Planning, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-30-2000
- Office Locations
- 1
Office Locations
About White & Company Financial Planning, Inc.
White & Company (Sunnyside, WA) is a CPA-led firm delivering personalized accounting alongside tax and estate planning, with financial and investment planning for individuals and local businesses (including entrepreneurs). Portfolios are primarily implemented with ETFs and are custodied at Charles Schwab. Notably, the firm offers a written satisfaction guarantee with fee refund/adjustment if services fall short.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES ERIC PARKER
VICE PRESIDENT
- CRD
- #4560578
- Ownership
- 50% but less than 75%
THOMAS ALBERT WHITE
Chief Compliance Officer, CPA
- CRD
- #4449545
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
GREGORY D VANDER TOP
Staff Accountant
- CRD
- #5492390
MISTI D WIEDERSPOHN
Office Manager/Administrative Assistant
- CRD
- #5260814
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,805,946 | $223,925 |
| Non-Discretionary | $0 | -- |
| Total | $149,805,946 | $223,925 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing