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Thomas Albert White

Advisor at White & Company Financial Planning, Inc. — Sunnyside, WA E. Franklin

Updated today

Credentials

CFP®, PFS™

Experience

25 years

Location

Sunnyside, WA 98944

White & Company Financial Planning, Inc. logo

White & Company Financial Planning, Inc.

Supported

Total advisors

4

Across 3 offices

Clients per advisor

77 High

Avg AUM per client

$487,967 Low

HNW client ratio

13% Low

About

Thomas White is a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist™ with 25 years of experience in the financial services industry. He has been with White & Company Financial Planning, Inc. since 2000 and has worked with its affiliated firm, White & Company, Pc, since 1994. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and actively managed funds, and it maintains a close relationship with an affiliated accounting practice.

Client services

Based on White & Company Financial Planning, Inc.

Financial planning Portfolio management

Expertise

Based on White & Company Financial Planning, Inc.

General retirement planning General tax planning Wealth management Cash flow / budgeting

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Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001 - $7,500,000: 0.50% annually $7,500,001+: 0.25% annually

Project-based

$325 per hour for financial planning and other advisory services

Other

Fee-only: Hourly financial planning at $325 per hour, typically ranging from $500 to $7,500 depending on complexity

Location

See office

Sunnyside, WA E. Franklin

910 E. Franklin, Suite 3, P. O. Box 898

Sunnyside WA 98944

Advisors at this office

2

Most active in

Washington

Work history

25 years of industry experience

White & Company Financial Planning, Inc.

2000 - Present • 26 years

Sunnyside, WA

White & Company, Pc

1994 - Present • 32 years

Sunnyside, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jesse H

Series 66

Sunnyside, WA

Hernandez Financial

Jesse Hernandez Jr. is the sole advisor at Hernandez Financial in Sunnyside, WA, holding a Series 66 designation with 26 years of industry experience. He has been operating under Hernandez Financial since 2011 and has worked in insurance sales with various carriers for over 27 years. Hernandez Financial serves primarily individual clients, including middle-income families, high-net-worth individuals, and businesses. The firm offers comprehensive financial planning and discretionary portfolio management with a conservative, tailored investment approach that incorporates both passive and active strategies.

General retirement planning General tax planning Wealth management Income planning Mid-Career Professionals
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Misti W

Series 65

Sunnyside, WA

White & Company Financial Planning, Inc.

Misti Wiederspohn is a financial advisor at White & Company Financial Planning, Inc. with 19 years of industry experience. She holds a Series 65 designation and has been with White & Company and its affiliated entities since 2005. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach tailored to each client’s goals and risk tolerance, combining passive index/ETF exposures with selectively chosen actively managed funds.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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James P

Series 65

Sunnyside, WA

White & Company Financial Planning, Inc.

James Parker is a Series 65-licensed financial advisor with White & Company Financial Planning, Inc., where he has worked since 2002. He has 23 years of industry experience and has been affiliated with White & Company, Pc since 1998. White & Company Financial Planning, Inc. offers fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and selectively chosen active funds, with accounts managed on a discretionary basis and plans provided as standalone reports.

General retirement planning General tax planning Wealth management Cash flow / budgeting
user avatar

Gregory V

Series 65

Sunnyside, WA

White & Company Financial Planning, Inc.

Gregory Vander Top is a financial advisor at White & Company Financial Planning, Inc. with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2008. His prior experience includes work at White & Company, Pc, where he has been active since 1997. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach tailored to clients’ goals and risk tolerance, combining passive index and ETF exposures with selectively used actively managed funds.

General retirement planning General tax planning Wealth management Cash flow / budgeting

Brian B

Series 63, Series 65, Series 66

Sunnyside, WA

Edward Jones

Brian Bliesner is a financial advisor with Edward Jones in Sunnyside, WA, holding Series 63, 65, and 66 licenses and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of advisory work, he is part owner of Snipes Mountain Restaurant, a family business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Maloree K

CFP®, Series 66

Prosser, WA

Edward Jones

Maloree Kilian is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Prior to joining Edward Jones, she worked in educational roles with the Sunnyside and Hermiston School Districts for a combined six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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