# Jamison White

> Jamison White is a fee-only financial advisor at Paller Financial Services in Centennial, Colorado, who holds the CFP credential. Jamison focuses on founders (pre-exit), estate & legacy planning and tax planning. Paller Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jamison-white/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Paller Financial Services
- **Based in:** Centennial, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $147.9M across 453 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Estate & legacy planning, Tax planning, Divorce financial planning, Retirement planning
- **CRD:** 8200253 (https://adviserinfo.sec.gov/individual/summary/8200253)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 65 (2025)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.pallerfinancial.com/

## Frequently asked questions

### Is Jamison White a fee-only financial advisor?

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

### How does Jamison charge for financial advice?

Jamison's firm, Paller Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jamison White based?

Jamison White is based in Centennial, Colorado.

### What does Jamison specialize in?

Jamison's specialties include founders (pre-exit), estate & legacy planning, tax planning, divorce financial planning and retirement planning.

### What credentials does Jamison White hold?

Jamison White holds the CFP credential.

### Is Jamison White registered with the SEC?

Yes. Jamison White is registered as an investment adviser representative in CO (CRD 8200253), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paller Financial Services manage?

Paller Financial Services reports $147.9M across 453 accounts in assets under management.

### How do I contact Jamison White?

Through Jamison's website, www.pallerfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8200253): 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
- The firm's website (https://www.pallerfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

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