Thomas White
Thomas White is a CFP, PFS-designated registered investment advisor at White & Company Financial Planning, INC., based in Sunnyside, WA, with 25 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 307 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.25% |
Fees may be negotiable in certain circumstances. Fees are waived for certain immediate family members, employees, and employees' family members or friends.
Fee Estimator
Location
910 E. Franklin, Suite 3, P. O. Box 898, Sunnyside, WA, 98944
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
White & Company Financial Planning, INC.
State Registrations1 state
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