Todd White
Todd White is a CFP-designated registered investment advisor at Wellth Advisory Services, LLC, based in Portola Valley, CA, with 23 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,887 clients with $27B 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 | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable on a client-by-client basis. Rates reflect maximum annual fees; specific program fees (such as LPL advisory programs) and third-party manager fees may apply separately.
Fee Estimator
Location
Portola Valley, CA
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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 →Other Business Activities
Todd is involved with several entities, including Ascent Wealth Management Group Inc, SRP Holdings Group LLC, and Given to Fly LLC, primarily for tax and investment purposes. He also dedicated nearly full-time to providing investment advisory services through Strategic Retirement Partners until June 2024.
Employment History
Current Registrations
Wellth Advisory Services, LLC
LPL Financial LLCBroker
Previous Registrations
Global Retirement Partners LLC
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
NFP Retirement
Financial Telesis, INC.
Financial Telesis INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations3 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.