Anna-Lena Kanter
Porter White Investment Advisors · Birmingham, Alabama
Anna-Lena Kanter is a fee-only financial advisor at Porter White Investment Advisors in Birmingham, Alabama, who holds the CFP credential. Porter White Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Porter White Investment Advisors |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $748.2M across 329 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 8303095 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.pwco.com |
How Anna-Lena's firm compares
- Porter White Investment Advisors's average account is about $2.3 million, from its Form ADV (assets managed divided by 329 accounts).
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Questions about Anna-Lena
Is Anna-Lena Kanter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anna-Lena holds no broker registration, and Porter White Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anna-Lena charge for financial advice?
Anna-Lena's firm, Porter White Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anna-Lena Kanter based?
Anna-Lena Kanter is based in Birmingham, Alabama.
What credentials does Anna-Lena Kanter hold?
Anna-Lena Kanter holds the CFP credential.
Is Anna-Lena Kanter registered with the SEC?
Yes. Anna-Lena Kanter is registered as an investment adviser representative in AL (CRD 8303095), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Porter White Investment Advisors manage?
Porter White Investment Advisors reports $748.2M across 329 accounts in assets under management.
How do I contact Anna-Lena Kanter?
Through Anna-Lena's website, www.pwco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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