Goodloe White
Porter White Investment Advisors · Birmingham, Alabama
Goodloe White is a fee-only financial advisor at Porter White Investment Advisors in Birmingham, Alabama, who holds the CFA credential. Porter White Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Goodloe →
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 | CFA |
| SEC registration | Investment adviser representative in AL · CRD 2929235 |
| Exams passed | Series 63 (2003) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.pwco.com |
| Profile |
How Goodloe'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).
Request an introduction to Goodloe
Tell Goodloe a little about what you're looking for. Goodloe isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Goodloe
Is Goodloe White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Goodloe 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 Goodloe charge for financial advice?
Goodloe's firm, Porter White Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Goodloe White based?
Goodloe White is based in Birmingham, Alabama.
What credentials does Goodloe White hold?
Goodloe White holds the CFA credential.
Is Goodloe White registered with the SEC?
Yes. Goodloe White is registered as an investment adviser representative in AL (CRD 2929235), 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 Goodloe White?
Through Goodloe'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.
See something wrong? Request a correction. Read our methodology.