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WHITE & COMPANY FINANCIAL PLANNING, INC.

SUNNYSIDE, WA · CRD 115326 · IAPD ↗ · whitecocpa.com · 509-837-6700

$149.8MRegulatory AUM
4Advisory reps
4Employees
3Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — WHITE & COMPANY FINANCIAL PLANNING, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
May 2024 — WHITE & COMPANY FINANCIAL PLANNING, INC. (SUNNYSIDE, WA) is newly SEC-registered with $115.5M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.