SourcingSourcing

WHITE & COMPANY FINANCIAL PLANNING, INC.

B58
CRD 115326·SEC 801-129965·SUNNYSIDE, WA
AUM
$149.8M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$449K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WHITE & COMPANY FINANCIAL PLANNING, INC.
CRD
115326
SEC file #
801-129965
EIN
—
DBA names
—

Economics

AUM
$149.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$131.1M → $149.8M▲ +14%
Client mix
Individuals Other267
Individuals High Net Worth40

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
5 advisors → 4 advisors▼ -20%
Primary office
SUNNYSIDE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
whitecocpa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PARKER, JAMES, ERIC
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PARKER, JAMES, ERIC
WHITE, THOMAS, ALBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WHITECOCPA.COM
Rdap Domain Creation Date
1996-06-13T04:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.094
Soi Zip Pct 200k Plus
0.0176
Soi Zip Returns 200k Plus
170
Soi Zip Total AGI
475,651
Fdic Zip Total Deposits
9,042,568,000
Fdic Zip Branch Count
191
Fdic Zip Top Banks
Yakima Federal Savings and Loan Association
Banner Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
U.S. Bank of Washington, National AssociationSunnyside, WA
Home Security BankSunnyside, WA
Fdic Zip HHI
1632.2
Fdic Zip Top Bank Share Pct
26.41
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-09-27T18:41:27Z
Rdap Domain Last Changed
2025-09-02T15:20:51Z
Rdap Nameservers
Carrera.ns.cloudflare.comDoug.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI43,979
Returns3,140
Stub 2
AGI124,799
Returns3,430
Stub 3
AGI94,180
Returns1,560
Soi Zip Total Business Income
13,086
Soi Zip Total Cap Gains
14,764
Soi Zip Total Dividends
2,940
Soi Zip Total Returns
9,680
Top Owner CRD
4560578
Trust Company Affiliate
No

People (4)

4
WHITE, THOMAS, ALBERT
IAR · Direct Owner · 62.5%
4449545
PARKER, JAMES, ERIC
IAR · Direct Owner · 62.5%
4560578
GREGORY D VANDER TOP
IAR
5492390
MISTI D WIEDERSPOHN
IAR
5260814