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White & Company Financial Planning, Inc. (Sunnyside)


White & Company Financial Planning, Inc. is an adviser based in Sunnyside. It manages $42.31 million of regulatory assets for 189 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Washington.

White & Company Financial Planning provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

White & Company Financial Planning: assets under management

The assets under management (AUM) of White & Company Financial Planning, Inc. is $42.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $223.87 thousand each.
White & Company Financial Planning has custody of $1.19 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay White & Company Financial Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sunnyside

The principal office where White & Company Financial Planning, Inc. performs its advisory services is located at 910 E. Franklin, Sunnyside, WA 98944 The mailing address of the firm is P. O. Box 898, Sunnyside, WA 98944. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 509-837-6700 or by fax 509-837-8151. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday.


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