Updated:Jun 3, 2026

WHITE & COMPANY FINANCIAL PLANNING, INC.

WHITE & COMPANY FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in SUNNYSIDE, WA, registered since 2024. The firm manages approximately $150...

WHITE & COMPANY FINANCIAL PLANNING, INC.

WHITE & COMPANY FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in SUNNYSIDE, WA, registered since 2024. The firm manages approximately $150 million in regulatory assets. It has 4 employees and 4 investment advisers.

General information

Firm type

RIA

Who runs investment decisions at WHITE & COMPANY FINANCIAL PLANNING, INC.?

Public records do not name a CEO, CIO, or managing principal. The firm may be a solo practitioner or small group, but no principals have been identified in SEC filings or other public sources.

What investment services does WHITE & COMPANY offer?

The firm's name suggests financial planning, which typically includes retirement planning, tax-aware investing, and wealth management. However, no detailed service descriptions are publicly available.

How can allocators or GPs engage with WHITE & COMPANY?

Without a public website, phone number, or email, institutional outreach to this firm is not feasible. The firm appears to serve individual clients rather than institutional allocators or fund managers.

Is WHITE & COMPANY a family office or an RIA?

Its registration as a financial planning firm aligns with a registered investment advisory (RIA) model rather than a family office, which typically manages concentrated wealth for a single family. No evidence supports family-office status.

Where is WHITE & COMPANY headquartered?

No headquarters address has been publicly disclosed. The firm's physical location is unknown.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.