Kirkey & Co. Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250.00 per hour.”

Flat or project fee

$16,000

“Services are offered based on a fixed fee to never exceed $16,000 and will vary upon the complexity of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kirkey & Co. Financial Advisors, Inc. bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “Upon termination of the advisor relationship, fees will be billed on a pro-rata basis for the portion of the quarter completed.”
• “The minimum Financial Planning fee is $10,000, and is negotiable.”

How Kirkey & Co. Financial Advisors, Inc.’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $16,000 is above the Ohio median of $3,250. 96% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Kirkey & Co. Financial Advisors, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2000 (26 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

63

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$76,618,136

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

121242

Website

kirkeyandco.com/wealth-management.php (opens in new tab)

Phone

(614) 777-5007

Other planners in Hilliard that publish fees

• Purpose1st FinancialHilliard$2,500
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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