David Kirkey
Kirkey & CO. Financial Advisors · Hilliard, Ohio
David Kirkey is a fee-only financial advisor at Kirkey & CO. Financial Advisors in Hilliard, Ohio, who holds the CFP credential. Kirkey & CO. Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Kirkey & CO. Financial Advisors |
|---|---|
| Based in | Hilliard, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $76.6M across 63 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4572759 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kirkeyandco.com/wealth-management.php |
How David's firm compares
- Kirkey & CO. Financial Advisors's average account is about $1.2 million, from its Form ADV (assets managed divided by 63 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David 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 David
Is David Kirkey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Kirkey & CO. Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Kirkey & CO. Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Kirkey based?
David Kirkey is based in Hilliard, Ohio.
What credentials does David Kirkey hold?
David Kirkey holds the CFP credential.
Is David Kirkey registered with the SEC?
Yes. David Kirkey is registered as an investment adviser representative in OH (CRD 4572759), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kirkey & CO. Financial Advisors manage?
Kirkey & CO. Financial Advisors reports $76.6M across 63 accounts in assets under management.
How do I contact David Kirkey?
Through David's website, www.kirkeyandco.com/wealth-management.php.
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.