Advisor at Block Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Block Wealth Management, Inc
Location
Marvin, NC
Credentials
CFP®, PFS™, Series 63
Industry experience
22 years
Kirk Block is a CFP® and PFS™ credentialed financial advisor with 22 years of industry experience. He is the principal of Block Wealth Management, Inc., an independent firm he has led since 2008. In addition to his advisory role, he is licensed to offer insurance products as an agent with various insurance companies. Block Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, including retirement plan sponsors. The firm employs a Modern Portfolio Theory-based approach using Dimensional Fund Advisors funds, integrating financial planning with tax guidance and insurance recommendations, and offers a range of fiduciary, consulting, and portfolio management services.
Based on Block Wealth Management, Inc
Financial Planning fixed fees ranging from $1,000 to $20,000 annually; Portfolio Tracking fixed fees from $100 to $1,000 per quarter
$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.75% annually $1,000,000 - $2,999,999: 0.50% annually $3,000,000+: Negotiable rate
Insurance commissions may be received by Kirk Block if client elects to purchase recommended insurance products
Hourly rate between $250 and $500 for one-time investment reviews
Minimum fee: Fiduciary Services have a minimum annual flat fee of $1,500 (can be waived or varied at Firm's discretion) Fee-only: Investment Advisory Services fees based on tiered percentage of AUM; Financial Planning fixed fees; Portfolio Tracking fixed fees; Hourly fees for one-time investment reviews; Fiduciary Services fees tiered by plan assets with minimum fee
Marvin, NC
North Carolina · Texas
Block Wealth Management, Inc.
2019 - Present (7 years)
Block Wealth Management, Inc.
2018 - 2019 (1 year)
Block Wealth Management, Inc.
2008 - 2018 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Indian Trail, NC
Cornerstone Investment Services, Inc.
Series 63, Series 66
Matthews, NC
Double Eagle Partners, LLC
CFP®, CFA®
Charlotte, NC
PB Wealth, LLC
My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise. My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.
CFP®, ChFC®, Series 63
Matthews, NC
Woodgreen Advisory, LLC
Series 65
Matthews, NC
Alluvial Wealth Management
Series 63, Series 65
Indian Trail, NC
J W English Investment Management Services LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")