Timothy White
Johnson & White Wealth Management · York, Pennsylvania
Timothy White is a fee-only financial advisor at Johnson & White Wealth Management in York, Pennsylvania, who holds the CFP credential. Johnson & White Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Timothy →
Facts
| Firm | Johnson & White Wealth Management |
|---|---|
| Based in | York, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $484.6M across 1,323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 1913077 |
| Exams passed | Series 63 (1989) · Series 65 (1991) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | johnsonandwhite.com |
| Profile |
How Timothy's firm compares
- Johnson & White Wealth Management's average account is about $366,000, from its Form ADV (assets managed divided by 1,323 accounts).
Request an introduction to Timothy
Tell Timothy a little about what you're looking for. Timothy 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 Timothy
Is Timothy White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Johnson & White Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Johnson & White Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy White based?
Timothy White is based in York, Pennsylvania.
What credentials does Timothy White hold?
Timothy White holds the CFP credential.
Is Timothy White registered with the SEC?
Yes. Timothy White is registered as an investment adviser representative in PA and TX (CRD 1913077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Johnson & White Wealth Management manage?
Johnson & White Wealth Management reports $484.6M across 1,323 accounts in assets under management.
How do I contact Timothy White?
Through Timothy's website, johnsonandwhite.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.