White & Company Financial Planning, Inc.

White & Company Financial Planning, Inc. was established in 2005 and offers fee-only financial planning and investment management services to individuals, high net worth individuals, trusts, and estates. The firm does not sell commissioned products and strictly operates on a fee-only basis. Services include financial planning covering various aspects such as budgeting, tax planning, retirement planning, and estate planning. Investment management services are provided on a discretionary basis, with assets primarily invested in no-load or low-load mutual funds and exchange-traded funds. As of December 31, 2024, the firm managed $131,062,158 on a discretionary basis. The firm charges financial planning fees on an hourly basis ranging from $500 to $7,500, and investment management fees as a percentage of assets under management. Clients are invoiced quarterly or annually based on the account value. The firm does not impose an account minimum size but recommends at least $40,000 to implement the recommended asset allocation. White & Company Financial Planning, Inc. does not accept commissions, finder's fees, or referral fees, and does not engage in performance-based fees. Clients are encouraged to vote their own proxies, and the firm does not vote on client securities. The firm maintains financial stability and does not require prepayment exceeding $1,200 per client six months in advance.