Misti Wiederspohn
White & Company Financial Planning · Sunnyside, Washington
Misti Wiederspohn 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.
Request an introduction to Misti →
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 5260814 |
| Exams passed | Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.whitecocpa.com |
How Misti's firm compares
- White & Company Financial Planning's average account is about $224,000, from its Form ADV (assets managed divided by 669 accounts).
Request an introduction to Misti
Tell Misti a little about what you're looking for. Misti isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Misti
Is Misti Wiederspohn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Misti 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 Misti charge for financial advice?
Misti's firm, White & Company Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Misti Wiederspohn based?
Misti Wiederspohn is based in Sunnyside, Washington.
Is Misti Wiederspohn registered with the SEC?
Yes. Misti Wiederspohn is registered as an investment adviser representative in WA (CRD 5260814), 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 Misti Wiederspohn?
Through Misti'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.
See something wrong? Request a correction. Read our methodology.