Misti Wiederspohn
Misti Wiederspohn is a registered investment advisor at White & Company Financial Planning, INC., based in Sunnyside, WA, with 19 years of industry experience. Misti operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 299 clients with $130M 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. WCFP waives investment advisory fees for certain immediate family members, employees, and employees' immediate family members or friends.
Fee Estimator
Location
910 E Franklin Ave, Suite 3, Po Box 898, Sunnyside, WA, 98944
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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 →Employment History
Current Registrations
White & Company Financial Planning, INC.
State Registrations1 state
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.