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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Pension Consulting
    • -401k
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wheelerfrost Associates, Inc. 8 years, 7 months Apr 2011 - Present
David White Investment Counsel 16 years, 4 months Dec 1994 - Apr 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by David White

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Answers

Ask a financial questionAsk a question
Auction rate muni's didn't work as planned. What assures that the market price of ETF's be trade near net asset value?
Exchange Traded Fund (“ETF”) share market prices should never deviate significantly from NAV per share. Reason being, each ETF share is fully-collateralized by an underlying basket of securities. A closer look into how an ETF share is formed will better illustrate my point. When an ETF issuer wa...  (more)
Answered Sep 2013
How do I go about finding out if I have any 401 k money that I can get from when I worked at circle k?
It is quite common for individuals to lose track of investment accounts such as 401k’s, dividend reinvestment accounts, small brokerage accounts, etc. Recently, I had a client that for whatever reason, suddenly remembered she had a 401k plan at an employer she left 15 years ago that she had not rec...  (more)
Answered Aug 2013
How do i buy gold in my sep ira?
I agree that GLD is the easiest and most cost-effective way to get gold exposure in your SEP-IRA. Be aware that IRA Custodians that permit investments in “alternative” investments such as real estate, art and physical precious metals tend to be quite costly to the point where any economic value of ...  (more)
Answered Sep 2013
How do i locate my old 401k plan?
It is quite common for individuals to lose track of investment accounts such as 401k’s, dividend reinvestment accounts, small brokerage accounts, etc. Recently, I had a client that for whatever reason, suddenly remembered she had a 401k plan at an employer she left 15 years ago that she had not rece...  (more)
Answered Sep 2013
What are the 3 credit scores?
There are three major credit reporting agencies: 1) Equifax, 2) Experian, and 3) Trans Union. They report an index of individual creditworthiness in the form of a FICO score. FICO is short for Fair Isaac Corporation, the firm that originally developed the creditworthiness algorithm. The FICO sco...  (more)
Answered Sep 2014
I am looking for suggestions for long term investments in stocks with companies who are investing in water.
American States Water Company (SYM: AWR) is a water utility providing service in ten California Counties. I have owned it for clients since the late 80’s as a predecessor company (Southern California Water Company). It has been one of the most consistent performers I have ever owned. Their CEO al...  (more)
Answered Sep 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 13, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Nov 2, 2014
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Sept. 14, 2018
      • $250.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 200
        number of clients
      • $1.3M
        Estimated Average Account Balance Per Client

    Wfa Wealth Managers

    Last updated on May 15, 2019
      • $272.7M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 768
        Accounts
      • $355.1K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements