Kirk Loury
MCM Wealth · Novato, California
Kirk Loury is a fee-only financial advisor at MCM Wealth in Novato, California. Kirk focuses on tax planning. MCM Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | MCM Wealth |
|---|---|
| Based in | Novato, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $170.8M across 392 accounts |
| SEC registration | Investment adviser representative in CA, NJ · CRD 1831429 |
| Exams passed | Series 63 (2001) · Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mcmwealth.com |
How Kirk's firm compares
- MCM Wealth's average account is about $436,000, from its Form ADV (assets managed divided by 392 accounts).
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Questions about Kirk
Is Kirk Loury a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kirk holds no broker registration, and MCM Wealth 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, MCM Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kirk Loury based?
Kirk Loury is based in Novato, California.
What does Kirk specialize in?
Kirk's specialties include tax planning. Kirk works with executives and founders.
Is Kirk Loury registered with the SEC?
Yes. Kirk Loury is registered as an investment adviser representative in CA and NJ (CRD 1831429), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does MCM Wealth manage?
MCM Wealth reports $170.8M across 392 accounts in assets under management.
How do I contact Kirk Loury?
Through Kirk's website, www.mcmwealth.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
- MCM Wealth 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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