Jeffrey White
Wingate Wealth Advisors · Lexington, Massachusetts
Jeffrey White is a fee-only financial advisor at Wingate Wealth Advisors in Lexington, Massachusetts, who holds the CFP and ChFC credentials. Jeffrey focuses on retirement planning. Wingate Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Wingate Wealth Advisors |
|---|---|
| Based in | Lexington, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.42B across 2,802 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MA · CRD 465128 |
| Exams passed | Series 63 (1980) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.wingatewealthadvisors.com |
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Questions about Jeffrey
Is Jeffrey White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Wingate Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Wingate Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey White based?
Jeffrey White is based in Lexington, Massachusetts.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning. Jeffrey works with executives, retirees, pre-retirees and mid-life transitions.
What credentials does Jeffrey White hold?
Jeffrey White holds the CFP and ChFC credentials.
Is Jeffrey White registered with the SEC?
Yes. Jeffrey White is registered as an investment adviser representative in MA (CRD 465128), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wingate Wealth Advisors manage?
Wingate Wealth Advisors reports $1.42B across 2,802 accounts in assets under management.
How do I contact Jeffrey White?
Through Jeffrey's website, www.wingatewealthadvisors.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
- Wingate Wealth 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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