Margaret Kamman
Kirr, Marbach & Company · Columbus, Indiana
Margaret Kamman is a fee-only financial advisor at Kirr, Marbach & Company in Columbus, Indiana, who holds the CFP credential. Margaret 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.
Request an introduction to Margaret →
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 | CFP |
| SEC registration | Investment adviser representative in IN · CRD 7605707 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | kirrmar.com |
How Margaret's firm compares
- Kirr, Marbach & Company's average account is about $2.1 million, from its Form ADV (assets managed divided by 281 accounts).
Request an introduction to Margaret
Tell Margaret a little about what you're looking for. Margaret 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 Margaret
Is Margaret Kamman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Margaret 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 Margaret charge for financial advice?
Margaret charges a percentage of assets.
How much does Margaret 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 Margaret Kamman based?
Margaret Kamman is based in Columbus, Indiana.
What does Margaret specialize in?
Margaret's specialties include retirement planning, tax planning and family wealth transfer.
What credentials does Margaret Kamman hold?
Margaret Kamman holds the CFP credential.
Is Margaret Kamman registered with the SEC?
Yes. Margaret Kamman is registered as an investment adviser representative in IN (CRD 7605707), 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 Margaret Kamman?
Through Margaret'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.
See something wrong? Request a correction. Read our methodology.