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Advisor

Mark Foster

Kirr, Marbach & Company · Columbus, Indiana

Mark Foster is a fee-only financial advisor at Kirr, Marbach & Company in Columbus, Indiana, who holds the CFA credential. Mark 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.

Percentage of assets Fee-only CFA

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Specialties

Facts

FirmKirr, Marbach & Company
Based in Columbus, Indiana
Fee modelPercentage 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
CredentialsCFA
SEC registration Investment adviser representative in IN · CRD 4342080
Firm size7 employees
Disclosures None reported
Websitekirrmar.com

How Mark's firm compares

  • Kirr, Marbach & Company's average account is about $2.1 million, from its Form ADV (assets managed divided by 281 accounts).

What fee-only advisors charge in Indiana

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Questions about Mark

Is Mark Foster a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?

Mark charges a percentage of assets.

How much does Mark 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 Mark Foster based?

Mark Foster is based in Columbus, Indiana.

What does Mark specialize in?

Mark's specialties include retirement planning, tax planning and family wealth transfer.

What credentials does Mark Foster hold?

Mark Foster holds the CFA credential.

Is Mark Foster registered with the SEC?

Yes. Mark Foster is registered as an investment adviser representative in IN (CRD 4342080), 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 Mark Foster?

Through Mark's website, kirrmar.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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