White & Company Financial Planning, Inc. fees and pricing
Financial planner in Sunnyside, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, White & Company Financial Planning, Inc. charges $325 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $325/hr
“Fees are billed on an hourly rate of $325 and the fee will ultimately be determined by how much time is spent developing the financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How White & Company Financial Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For account values less than $100,000, clients will be invoiced annually in arrears.”
- “In certain circumstances, fees may be negotiable.”
- “Investment Management Investment management fees are billed quarterly or annually in arrears, meaning that we invoice you after the three-month or twelve-month billing period has ended, as applicable.”
How White & Company Financial Planning, Inc.’s fees compare
- Its hourly rate of $325 is above the Washington median of $300. 65% of the 216 other Washington planners that publish an hourly rate charge less.
About White & Company Financial Planning, Inc.
- Firm size: 4 employees.
- Founded: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 307
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $149,805,946
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115326
- Phone
- (509) 837-6700
Can advise clients in 2 states: Idaho, Washington
Other planners in Sunnyside that publish fees
- Hernandez FinancialSunnyside$100/hr, $550-$1,450
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- A5 Financial LLCBothell$250/hr
- Abacus Financial PlanningKirkland$450/hr
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.