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.
Request an introduction to Mark →
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 | CFA |
| SEC registration | Investment adviser representative in IN · CRD 4342080 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | kirrmar.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).
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark 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 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
- 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.