WHITE & COMPANY FINANCIAL PLANNING, INC.

WHITE & COMPANY FINANCIAL PLANNING, INC. of SUNNYSIDE, WA is an SEC-registered investment adviser (CRD 115326). Regulatory assets under management: $149.8M.

Registration

• CRD: 115326
• SEC file number: 801-129965
• Type: Registered investment adviser
• Location: 910 FRANKLIN AVE, SUITE 3, SUNNYSIDE, WA, 98944
• Phone: 509-837-6700
• Latest filing: 2026-03-25
• Regulatory AUM: $149.8M
• Discretionary AUM: $149.8M
• Clients: 4
• Accounts: 669

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115326 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search