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Paul Matthew White

INDEPENDENT FINANCIAL PLANNING, INC.·GAINESVILLE, Virginia
Clean recordINDEPENDENT FINANCIAL PLANNING, INC.
7001 HERITAGE VILLAGE PLAZA, GAINESVILLE, VA 20155CRD# 2740317Firm CRD# 115674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Matthew White · GAINESVILLE, VA
Registration
CRD #2740317 · INDEPENDENT FINANCIAL PLANNING, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Matthew White is a registered financial advisor based in GAINESVILLE, Virginia, affiliated with INDEPENDENT FINANCIAL PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INDEPENDENT FINANCIAL PLANNING, INC.
INDEPENDENT FINANCIAL PLANNING, INC.
AUM
$30M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at INDEPENDENT FINANCIAL PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2740317
Firm CRD# 115674
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Matthew White offer?
Paul Matthew White specializes in Financial Planning, Investment Management. Contact their office in GAINESVILLE, Virginia for a consultation.
What are Paul Matthew White's credentials?
Paul Matthew White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Matthew White located?
Paul Matthew White is based in GAINESVILLE, Virginia, working with INDEPENDENT FINANCIAL PLANNING, INC.. Their office serves clients in the GAINESVILLE metropolitan area and surrounding communities.
How does Paul Matthew White charge for services?
Paul Matthew White's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEPENDENT FINANCIAL PLANNING, INC.?
INDEPENDENT FINANCIAL PLANNING, INC. has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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