Cyril Stephen White
Advisor at Four Financial Management — Ann Arbor, MI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
21 years
Location
Ann Arbor, MI 48108
Four Financial Management
Team
Cyril White is a financial advisor at Four Financial Management with 21 years of industry experience. He holds a Series 66 designation and has prior experience with LPL Financial and other business ventures including ownership of Be Bold Excel Fitness. Additionally, he is a published book author. Four Financial Management serves individual investors, non-profits, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and estate settlement assistance. The firm emphasizes asset allocation and customized strategies, using both proprietary analysis tools and third-party model portfolios, and operates through affiliations with LPL Financial and related entities.
Based on Four Financial Management
Fixed fees between $250 and $2,500 for financial planning; estate settlement fees $500 to $2,500
Commissions from securities sales through LPL Financial, LLC separate from advisory fees
Hourly financial planning fees between $150 and $225 per hour
Fee-only: Fixed fees between $250 and $2,500 for financial planning; hourly fees $150 to $225 per hour with minimum two hours
Ann Arbor, MI
777 E. Eisenhower Pkwy, Suite 740
Ann Arbor MI 48108
Advisors at this office
5
Michigan
21 years of industry experience
Provizr
2022 - Present • 4 years
Ann Arbor, MI
Four Financial Management
2022 - Present • 4 years
Ann Arbor, MI
LPL Financial
2022 - Present • 4 years
Ann Arbor, MI
LIFETIME FITNESS
2021 - 2021 • 1 year
Novi, MI
Rogue Fitness
2020 - 2021 • 1 year
Columbus, OH
Lowe's home improvement
2020 - 2020 • 1 year
Ann Arbor, MI
White House International LLC dba Be Bold Excel Fitness
2014 - Present • 12 years
Ann Arbor, MI
White House Financial LLC
2001 - Present • 25 years
Chelsea, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A bankruptcy, a compromise with creditors (such as a short sale) or a brokerage liquidation.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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