Kirk Capital Advisors LLC fees

Financial planner in Vienna, Virginia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Kirk Capital Advisors LLC (Vienna, VA) charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.

Hourly rate
$300/hr

Matches the Virginia median of $300; 50% of the 132 other planners in Virginia that publish an hourly rate charge less. 1 of the 5 other planners in Vienna charges less.

“We charge a negotiable hourly fee of $300 for financial planning services, which is due upon completion of services rendered.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
Yes
Minimum
$500,000 in assets (stated in the brochure)
Credentials held at the firm
CFP® professional (opens in new tab)
Team size
5 employees

How Kirk Capital Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “If the client does not have a taxable account, those fees will be billed directly to the client.”

Firm details from Form ADV

How the firm is paid
Hourly fees and a percentage of assets under management
Clients
135
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$205 million
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported on Form ADV as of March 31, 2026
CRD number
312401 (opens in new tab)
Website
kirkcapitaladvisors.com (opens in new tab)
Phone
(888) 340-5475

Registered or notice filed in 6 states: Florida, Indiana, Maryland, South Carolina, Texas, Virginia

Other planners in Vienna that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.