John Kirby
DreamWork Financial Group · Birmingham, Alabama
John Kirby is a fee-only financial advisor at DreamWork Financial Group in Birmingham, Alabama. John charges a percentage of assets and an ongoing planning fee (ongoing planning from $359.88 a year and 0.5%–1% a year of assets managed).
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Facts
| Firm | DreamWork Financial Group |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $359.88 a year · 0.5%–1% a year of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $13.4M across 55 accounts |
| SEC registration | Investment adviser representative in AL, LA, TX · CRD 5466878 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | dreamwork.financial |
| Profile |
How John's firm compares
- Ongoing planning starts at $360 a year, below the US median of $4,500 for fee-only firms that publish prices.
- DreamWork Financial Group's average account is about $244,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about John
Is John Kirby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and DreamWork Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a percentage of assets and an ongoing planning fee.
How much does John charge?
According to DreamWork Financial Group's website, checked October 30, 2026: ongoing planning from $359.88 a year; 0.5%–1% a year of assets managed; no asset minimum.
Where is John Kirby based?
John Kirby is based in Birmingham, Alabama.
Is John Kirby registered with the SEC?
Yes. John Kirby is registered as an investment adviser representative in AL, LA and TX (CRD 5466878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DreamWork Financial Group manage?
DreamWork Financial Group reports $13.4M across 55 accounts in assets under management.
How do I contact John Kirby?
Through John's website, dreamwork.financial.
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
- DreamWork Financial Group 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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