White & Company Financial Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Sunnyside, WA. Its latest Form ADV filing, dated March 25, 2026, reports $150M in regulatory assets under management, 4 employees, and 669 accounts.
Assets Under Management
$150M
Employees
4
Offices
--
Total Clients
307
Primary office
SUNNYSIDE, WA
910 FRANKLIN AVE, SUITE 3, SUNNYSIDE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.0% of total clients.
Top client categories% of clientsClients
1
Individuals
87.0%
267
2
HNWI
13.0%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$150Mas of March 25, 2026
Discretionary100.0%
$150M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$150M
Total Accounts669
10Y AUM Change+$34M (+29.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee77:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.