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.
- Website: kirkcapitaladvisors.com (opens in new tab)
- Call (888) 340-5475
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
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.
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)
- 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
- Amicus Advisors LLCViennaHourly $120-$500/hr
- McKinney Financial Planning & ManagementViennaHourly $150/hr
- Discovery Wealth Planning LLCViennaHourly $395/hr
- Reframe Wealth, LLCViennaAnnual up to $10,000/yr
- Glassman Wealth Services, LLCViennaFlat $500-$10,000
- AlphaPlus Wealth Management LLCViennaHourly $595/hr
Is something on this page wrong or out of date?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.