# Thomas White

> Thomas White is a fee-only financial advisor at White & Company Financial Planning in Sunnyside, Washington, who holds the CFP and PFS credentials. White & Company Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-white/
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
- **Credentials:** CFP, PFS
- **CRD:** 4449545 (https://adviserinfo.sec.gov/individual/summary/4449545)
- **SEC registration:** Investment adviser representative in WA
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.whitecocpa.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?

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

### Where is Thomas White based?

Thomas White is based in Sunnyside, Washington.

### What credentials does Thomas White hold?

Thomas White holds the CFP and PFS credentials.

### Is Thomas White registered with the SEC?

Yes. Thomas White is registered as an investment adviser representative in WA (CRD 4449545), 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 Thomas White?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4449545): 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.