White & Company Financial Planning, Inc.

Overview

White & Company Financial Planning, Inc. is an independent registered investment adviser that serves individual and family clients with fee-based financial planning and discretionary portfolio management. The firm is organized as a corporation and is owned by an individual principal. Its advisory model combines a percentage-of-AUM billing with hourly charges for planning work. Core advisory services listed include financial planning and portfolio management for individuals and small businesses. The firm reports no active ESG strategy and is not organized as a multi-state or related adviser. It lists an industry affiliation with accountants, indicating a networked approach to tax and accounting coordination.

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Public Holdings

Investments & Alternatives