Kirkey & Co. Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kirkey & Co. Financial Advisors provides wealth management, ongoing asset management, and financial planning and consulting primarily to individual clients, including high-net-worth households, trusts, and small business entities. The firm operates with a small advisory team and manages client portfolios on a discretionary basis while delivering periodic account reviews and implementation support.
The firm’s investment process draws on a mix of fundamental, technical, cyclical, and quantitative analysis framed by modern portfolio theory, and it uses mutual funds, ETFs and, when suitable, alternative private investments. KCFA relies on third‑party research resources and recommends clients maintain custody with a major custodian while allowing client‑imposed investment restrictions and regular written reporting.
A distinctive feature of the firm is its affiliation with a separately operating tax and accounting practice under common ownership, which enables coordination of tax and investment work and provision of tax preparation to certain advisory clients at no additional charge. The advisory team includes certificants in financial planning and is led by a principal with a CPA background, an organizational blend that is less common among peer firms.
Client services
Expertise
Fee options
Fixed fees for financial planning up to $16,000, varying by complexity
$0 - $250,000: $250,001 - $500,000: 1.0% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.60%
$250 per hour for financial planning and consulting
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee for Wealth Management Fee-only: Hourly financial planning at $250 per hour; fixed fees up to $16,000; minimum financial planning fee of $10,000 (negotiable)
Main office
5207 Norwich St
Hilliard OH 43026-1443
Advisors at this office
2
Most active in
Ohio
Also doing business as
Kirkey & Co. Financial Advisors, Inc. · Kirkey & Co., Inc. Cpas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David K
CFP®
Hilliard, OH
Kirkey & Co. Financial Advisors, Inc.
David Kirkey is a CFP® professional with 26 years of industry experience and has been the principal of Kirkey & Co. Financial Advisors, Inc. since 1996. He also owns and leads Kirkey & Co., Inc. CPAs, an accounting firm providing tax preparation and small business accounting services. Kirkey & Co. Financial Advisors offers wealth management, asset management, and financial planning primarily to individual clients including high-net-worth households, trusts, and small businesses. The firm’s approach integrates fundamental, technical, cyclical, and quantitative analysis within modern portfolio theory and maintains a collaborative relationship with its affiliated tax and accounting practice under common ownership.
Jeremy R
CFP®
Hilliard, OH
Kirkey & Co. Financial Advisors, Inc.
Jeremy Royer is a CFP® professional with four years at Kirkey & Co. Financial Advisors and a total of one year of industry experience. Prior to joining Kirkey & Co., he worked at Matthews International and United States Steel Corporation. Kirkey & Co. Financial Advisors provides wealth management, asset management, and financial planning primarily to individuals, high-net-worth households, trusts, and small businesses. The firm’s investment approach combines fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and integrates tax and accounting services through a related affiliated practice.
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