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Advisor

Dale Kanten

Kanten Financial Services · Virginia Beach, Virginia

Dale Kanten is a fee-only financial advisor at Kanten Financial Services in Virginia Beach, Virginia. Kanten Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmKanten Financial Services
Based in Virginia Beach, Virginia
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$1.1M across 11 accounts
SEC registration Investment adviser representative in VA · CRD 6364419
Exams passedSeries 65 (2014)
Firm size1 employee
Disclosures None reported

How Dale's firm compares

  • Kanten Financial Services's average account is about $104,000, from its Form ADV (assets managed divided by 11 accounts).

What fee-only advisors charge in Virginia

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Questions about Dale

Is Dale Kanten a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dale holds no broker registration, and Kanten Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Dale charge for financial advice?

Dale's firm, Kanten Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Dale Kanten based?

Dale Kanten is based in Virginia Beach, Virginia.

Is Dale Kanten registered with the SEC?

Yes. Dale Kanten is registered as an investment adviser representative in VA (CRD 6364419), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Kanten Financial Services manage?

Kanten Financial Services reports $1.1M across 11 accounts in assets under management.

How do I contact Dale Kanten?

Contact details aren't on file yet. Search for Kanten Financial Services.

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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