Timothy White
Timothy White is a CFP-designated registered investment advisor at Johnson & White Wealth Management LLC, based in York, PA, with 23 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 480 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees generally vary from 0.00% to 1.25% per annum depending on account size and complexity. Fees are negotiable.
Fee Estimator
Location
224 St. Charles Way, Suite 200, York, PA, 17402
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2008Customer Dispute
November 2006Other Business Activities
Timothy is the primary advisor at Johnson and White Wealth Management, LLC, an RIA established in 2014. He also owns Guidon, LLC, a leadership training business, dedicating a few hours per week to it, and co-owns farmland rental property, devoting minimal time to it.
Employment History
Current Registrations
Johnson & White Wealth Management LLC
Previous Registrations
Wells Fargo Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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