White & Company Financial Planning, Inc.

White & Company Financial Planning, Inc. (CRD# 115326) is a financial advisory firm headquartered in Sunnyside, WA. They manage $50,555,635 in 210 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $240,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at White & Company Financial Planning, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
James E. Parker
CRD#: 4560578
910 E. Franklin, Suite 3, P. O. Box 898, Sunnyside, WA 98944
93
Wealthminder
score

James Parker (CRD# 4560578) is an Investment Advisor Representative working at White & Company Financial Planning, Inc. in Sunnyside, WA and has over 15 years of experience in the finance industry.

2
Gregory D. Vander Top
CRD#: 5492390
910 E Franklin Ave, Suite 3, Sunnyside, WA 98944
93
Wealthminder
score

Gregory Vander Top (CRD# 5492390) is an Investment Advisor Representative working at White & Company Financial Planning, Inc. in Sunnyside, WA and has over 9 years of experience in the finance industry.

3
Misti D. Wiederspohn
CRD#: 5260814
910 E Franklin Ave, Suite 3, Po Box 898, Sunnyside, WA 98944
93
Wealthminder
score

Misti Wiederspohn (CRD# 5260814) is an Investment Advisor Representative working at White & Company Financial Planning, Inc. in Sunnyside, WA and has over 11 years of experience in the finance industry.

4
Ivan L. White
CRD#: 4533825
910 E. Franklin, Suite 3, P. O. Box 898, Sunnyside, WA 98944
90
Wealthminder
score

Ivan White (CRD# 4533825) is an Investment Advisor Representative working at White & Company Financial Planning, Inc. in Sunnyside, WA and has 1 year of experience in the finance industry. Ivan White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Thomas A. White
CRD#: 4449545
910 E. Franklin, Suite 3, P. O. Box 898, Sunnyside, WA 98944
90
Wealthminder
score

Thomas White (CRD# 4449545) is an Investment Advisor Representative working at White & Company Financial Planning, Inc. in Sunnyside, WA and has 1 year of experience in the finance industry. Thomas White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.