Ashley White
Federmann Financial Advisors · Rocky Point, New York
Ashley White is a fee-only financial advisor at Federmann Financial Advisors in Rocky Point, New York. Ashley focuses on estate & legacy planning and retirement planning. Federmann Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Federmann Financial Advisors |
|---|---|
| Based in | Rocky Point, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $108.2M across 167 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6825078 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fedadvisors.com |
How Ashley's firm compares
- Federmann Financial Advisors's average account is about $648,000, from its Form ADV (assets managed divided by 167 accounts).
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Questions about Ashley
Is Ashley White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and Federmann Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ashley charge for financial advice?
Ashley's firm, Federmann Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ashley White based?
Ashley White is based in Rocky Point, New York.
What does Ashley specialize in?
Ashley's specialties include estate & legacy planning and retirement planning.
Is Ashley White registered with the SEC?
Yes. Ashley White is registered as an investment adviser representative in NY (CRD 6825078), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Federmann Financial Advisors manage?
Federmann Financial Advisors reports $108.2M across 167 accounts in assets under management.
How do I contact Ashley White?
Through Ashley's website, www.fedadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Federmann Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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