Kanten Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kanten Financial Services works with individual investors, small businesses, and charitable organizations, providing investment advisory and financial planning alongside longstanding tax preparation and accounting services. The brochure notes the firm has offered tax and accounting services since 1989 and expanded into registered investment advisory services in 2014.
The firm creates a written Investment Policy Statement for each client and emphasizes asset allocation and active portfolio management informed by fundamental analysis and an Efficient Market Theory framework. Described strategies include value and growth equity approaches and a range of bond strategies, with daily monitoring and use of stop-loss orders to manage downside risk.
Uncommon for peers, the firm integrates tax and accounting services with its investment practice—approximately half of its time is devoted to taxation and accounting and tax preparation is offered as a client service. The brochure also reflects a small, focused practice (the firm reports about $890,954 managed on a discretionary basis and serves a limited number of clients), indicating a model that combines advisory work with ongoing tax and accounting engagement.
Client services
Expertise
Fee options
$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.75% annually $1,000,000+: 0.50% annually
$75 per hour for Financial Planning Services (waived if client uses Investment Advisory service)
Minimum fee: $50 annually minimum fee on asset management
Main office
Virginia Beach VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Kanten Financial Services · Kanten, Dale Iver
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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