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Brian White

Financial & Tax Architects, LLC
6 Years of Experience
Edmond, OK
1 Disclosure
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Brian White is a registered investment advisor at Financial & Tax Architects, LLC, based in Edmond, OK, with 6 years of industry experience. Brian 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 1,574 clients with $510M in assets under management.

Financial & Tax Architects, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,574 clients
Average Client Portfolio
$322K average
Assets Under Management
$506.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.95%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.50%
$10M+0.30%

Fees may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1441 NW 150th S, Edmond, OK, 73013

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2026
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Financial & Tax Architects, LLC
September 2026 - Present · 1 mo
Previous Registrations
Farmers Financial Solutions, LLCBroker
August 2026 - September 2026 · 1 mo
Empower Advisory Group, LLC
October 2022 - February 2026 · 3 yrs 4 mos
Empower Financial Services, INC.Broker
October 2022 - February 2026 · 3 yrs 4 mos
Charles Schwab & CO., INC.
November 2021 - October 2022 · 11 mos
Charles Schwab & CO., INC.Broker
November 2021 - October 2022 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2019 - November 2019 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2019 - November 2019 · 7 mos
Edward Jones
January 2018 - April 2019 · 1 yr 3 mos
Edward JonesBroker
September 2017 - April 2019 · 1 yr 7 mos
State Registrations1 state
OK
Advisor

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
No exam information available for this advisor.
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