James Parker
White & Company Financial Planning · Sunnyside, Washington
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.
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Facts
| Firm | White & Company Financial Planning |
|---|---|
| Based in | Sunnyside, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $149.8M across 669 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4560578 |
| Exams passed | Series 65 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.whitecocpa.com |
How James's firm compares
- White & Company Financial Planning's average account is about $224,000, from its Form ADV (assets managed divided by 669 accounts).
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Questions about James
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.
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
- 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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