Thomas Albert White
Investment adviser representative at White & Company Financial Planning, Inc.
32 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$149.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
32 years in the industry.
- White & Company Financial Planning, Inc.Aug 2000 to now
- White & Company, PcJun 1994 to now
Designations
- PFS
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WA).
White & Company Financial Planning, Inc.
$149.8MAssets managed
307Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4449545
- Firm CRD
- 115326