Top financial advisors in Sunnyside, WA
We’ve curated a list of the best financial advisors in Sunnyside, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$82,104,651
Number of advisors
5 advisors
| $82,104,651 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Sunnyside, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sunnyside. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$82,104,651 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Sunnyside, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sunnyside. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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