Firm
Kirwan Capital
St. Joseph, Missouri
Fee-only
Kirwan Capital at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 69 individual clients.
- Its average account is about $340,000 (assets it manages divided by its 76 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | St. Joseph, Missouri |
|---|---|
| Website | kirwancapital.com |
| Phone | (402) 212-0519 |
Kirwan Capital fees
Kirwan Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly |
|---|---|
| Assets managed | $26 million |
| Individual clients | 69 |
| Accounts managed | 76 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 165716 |
Advisors at this firm (1)
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