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Whitespace Financial, LLC (La Honda)


Whitespace Financial, LLC is an adviser based in La Honda. It manages $5.9 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2009.

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Whitespace Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Whitespace Financial: assets under management

The assets under management (AUM) of Whitespace Financial, LLC is $5.9 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.3 million in discretionary accounts and $1.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $159.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $266.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Whitespace Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in La Honda

The principal office where Whitespace Financial, LLC performs its advisory services is located at 8725 La Honda Rd., La Honda, CA 94020 The mailing address of the firm is P.O. Box 888, La Honda, CA 94020. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-777-7588. The normal business hours are 7:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.whitespacefinancial.com.


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