# James Parker

> James Parker is a fee-only financial advisor at White & Company Financial Planning in Sunnyside, Washington. White & Company Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-parker/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** White & Company Financial Planning
- **Based in:** Sunnyside, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $149.8M across 669 accounts
- **CRD:** 4560578 (https://adviserinfo.sec.gov/individual/summary/4560578)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2002)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.whitecocpa.com

## Frequently asked questions

### Is James Parker a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and White & Company Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, White & Company Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is James Parker based?

James Parker is based in Sunnyside, Washington.

### Is James Parker registered with the SEC?

Yes. James Parker is registered as an investment adviser representative in WA (CRD 4560578), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does White & Company Financial Planning manage?

White & Company Financial Planning reports $149.8M across 669 accounts in assets under management.

### How do I contact James Parker?

Through James's website, www.whitecocpa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4560578): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.