Firm
Kirr, Marbach & Company
Columbus, Indiana
Fee-only
Kirr, Marbach & Company at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFA.
- Its Form ADV reports 7 employees and 179 individual clients, 90 of them high net worth.
- Its average account is about $2.1 million (assets it manages divided by its 281 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Columbus, Indiana |
|---|---|
| Website | kirrmar.com |
| Phone | (812) 376-9444 |
Kirr, Marbach & Company fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| Account minimum | $100,000 |
| How it charges | Percentage of assets |
In the firm's words
"on the first $500,000 of assets under management (AUM)" source
"For a separately-managed account (SMA), the minimum initial investment is $100,000." source
"We are compensated by a percentage of your assets for our wealth management services." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $588 million |
| Individual clients | 89 |
| High-net-worth clients | 90 |
| Accounts managed | 281 |
| Employees | 7 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-10809) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 104634 |