Thomas White
White & Company Financial Planning · Sunnyside, Washington
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.
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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 |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in WA · CRD 4449545 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.whitecocpa.com |
How Thomas'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 Thomas
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.
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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