Kirk Block
Block Wealth Management · Marvin, North Carolina
Kirk Block is a fee-only financial advisor at Block Wealth Management in Marvin, North Carolina, who holds the CFP and PFS credentials. Block Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Block Wealth Management |
|---|---|
| Based in | Marvin, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $186.5M across 229 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in NC, TX · CRD 2429827 |
| Exams passed | Series 63 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Kirk's firm compares
- Block Wealth Management's average account is about $814,000, from its Form ADV (assets managed divided by 229 accounts).
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Questions about Kirk
Is Kirk Block a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kirk holds no broker registration, and Block Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kirk charge for financial advice?
Kirk's firm, Block Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kirk Block based?
Kirk Block is based in Marvin, North Carolina.
What credentials does Kirk Block hold?
Kirk Block holds the CFP and PFS credentials.
Is Kirk Block registered with the SEC?
Yes. Kirk Block is registered as an investment adviser representative in NC and TX (CRD 2429827), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Block Wealth Management manage?
Block Wealth Management reports $186.5M across 229 accounts in assets under management.
How do I contact Kirk Block?
Contact details aren't on file yet. Search for Block Wealth Management.
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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