# Zachary Greiner

> Zachary Greiner is a fee-only financial advisor at Kirr, Marbach & Company in Columbus, Indiana, who holds the CFP credential. Zachary 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.

Page: https://find.wellspent.co/advisors/zachary-greiner/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $587.7M across 281 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Family wealth transfer
- **CRD:** 6794046 (https://adviserinfo.sec.gov/individual/summary/6794046)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 63 (2017)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://kirrmar.com

## Frequently asked questions

### Is Zachary Greiner a fee-only financial advisor?

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

Zachary charges a percentage of assets.

### How much does Zachary 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 Zachary Greiner based?

Zachary Greiner is based in Columbus, Indiana.

### What does Zachary specialize in?

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

### What credentials does Zachary Greiner hold?

Zachary Greiner holds the CFP credential.

### Is Zachary Greiner registered with the SEC?

Yes. Zachary Greiner is registered as an investment adviser representative in IN (CRD 6794046), 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 Zachary Greiner?

Through Zachary's website, kirrmar.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6794046): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://kirrmar.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.