David Kirr
Kirr, Marbach & Company · Columbus, Indiana
David Kirr is a fee-only financial advisor at Kirr, Marbach & Company in Columbus, Indiana, who holds the CFA credential. David charges a percentage of assets (1.5% a year on the first tier of assets managed and a $100,000 asset minimum) and focuses on retirement planning, tax planning and family wealth transfer.
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Specialties
Facts
| Firm | Kirr, Marbach & Company |
|---|---|
| Based in | Columbus, Indiana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed · A $100,000 asset minimum |
| Assets under management | $587.7M across 281 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IN · CRD 4342031 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | kirrmar.com |
How David's firm compares
- Kirr, Marbach & Company's average account is about $2.1 million, from its Form ADV (assets managed divided by 281 accounts).
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Questions about David
Is David Kirr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Kirr, Marbach & Company 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 charges a percentage of assets.
How much does David charge?
According to Kirr, Marbach & Company's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed; a $100,000 asset minimum.
Where is David Kirr based?
David Kirr is based in Columbus, Indiana.
What does David specialize in?
David's specialties include retirement planning, tax planning and family wealth transfer.
What credentials does David Kirr hold?
David Kirr holds the CFA credential.
Is David Kirr registered with the SEC?
Yes. David Kirr is registered as an investment adviser representative in IN (CRD 4342031), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kirr, Marbach & Company manage?
Kirr, Marbach & Company reports $587.7M across 281 accounts in assets under management.
How do I contact David Kirr?
Through David's website, kirrmar.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
- Kirr, Marbach & Company website : specialties, clients served, and fees, checked October 30, 2026
- 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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