# White & Company Financial Planning, Inc.

> White & Company Financial Planning, Inc. is an SEC-registered investment advisory firm in Sunnyside, WA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 115326
- Filed as: WHITE & COMPANY FINANCIAL PLANNING, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sunnyside, WA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115326
- AdvisorCensus page: https://advisorcensus.com/firm/white-and-company-financial-planning-inc-sunnyside-wa-115326

## Quick answers

**How is White & Company Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), White & Company Financial Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does White & Company Financial Planning, Inc. charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $325 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is White & Company Financial Planning, Inc. located?**
White & Company Financial Planning, Inc.'s principal office is in Sunnyside, WA, according to its Form ADV.

**Is White & Company Financial Planning, Inc. registered with the SEC or a state?**
White & Company Financial Planning, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 115326.

**How much does White & Company Financial Planning, Inc. manage?**
White & Company Financial Planning, Inc. reports $149,805,946 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have White & Company Financial Planning, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for White & Company Financial Planning, Inc.: Regulatory assets under management: $115,460,687 in the October 2024 data and $149,805,946 in the October 2026 data, up 30%. Total employees: 5 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does White & Company Financial Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (267); high net worth individuals (40).

**Which custodians does White & Company Financial Planning, Inc. use?**
White & Company Financial Planning, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does White & Company Financial Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115326

**What changed in White & Company Financial Planning, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $131,062,158 to $149,805,946 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Hourly rate: $325 an hour (Financial Planning)

> Fees are billed on an hourly rate of $325 and the fee will ultimately be determined by how much time is spent developing the financial plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $149,805,946
- Discretionary: $149,805,946
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 267 | $91,741,409 |
| High net worth individuals | 40 | $58,064,537 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [whitecocpa.com](https://whitecocpa.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $115,460,687 | 5 | April 5, 2024 |
| October 2025 | $131,062,158 | 5 | March 22, 2025 |
| October 2026 | $149,805,946 | 4 | March 25, 2026 |

Regulatory assets under management: $115,460,687 in the October 2024 data and $149,805,946 in the October 2026 data, up 30%.
Total employees: 5 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $131,062,158 to $149,805,946 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. White & Company Financial Planning, Inc. (CRD 115326): Form ADV filing data as of October 2026.