Matthew Kirr
Kirr, Marbach & Company · Columbus, Indiana
Matthew Kirr is a fee-only financial advisor at Kirr, Marbach & Company in Columbus, Indiana. Matthew 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.
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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 |
| SEC registration | Investment adviser representative in IN · CRD 4050471 |
| Exams passed | Series 63 (2006) · Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | kirrmar.com |
| Profile |
How Matthew's firm compares
- Kirr, Marbach & Company's average account is about $2.1 million, from its Form ADV (assets managed divided by 281 accounts).
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Questions about Matthew
Is Matthew Kirr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew charges a percentage of assets.
How much does Matthew 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 Matthew Kirr based?
Matthew Kirr is based in Columbus, Indiana.
What does Matthew specialize in?
Matthew's specialties include retirement planning, tax planning and family wealth transfer.
Is Matthew Kirr registered with the SEC?
Yes. Matthew Kirr is registered as an investment adviser representative in IN (CRD 4050471), 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 Matthew Kirr?
Through Matthew'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.
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