Kirk Meyer
Advisor at KG Meyer, PC
Updated today
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.
About
Kirk Meyer is a financial advisor at KG Meyer, P.C. with seven years of industry experience. He holds a Series 65 designation and has worked at KG Meyer, Inc. since 2018. Meyer also has a long tenure with the DOI-Bureau of Indian Affairs dating back to 2002. KG Meyer, P.C. provides fee-based investment management and comprehensive financial planning for individual clients at various career stages. The firm employs a disciplined, risk-focused investment approach based on Modern Portfolio Theory, utilizing diversified portfolios primarily composed of exchange-traded funds and no-load mutual funds.
Client services
Based on KG Meyer, PC
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Based on KG Meyer, PC
General retirement planning
Cash flow / budgeting
Social Security optimization
Income planning
Demographic focus
Based on KG Meyer, PC
Approaching retirement
Mid-Career Professionals
Young Professionals
Fee options
Minimum fee: Financial planning services start at $3,000 for an annual contract, varying by complexity Fee-only: Financial planning fees start at $3,000 annually
Location
Hermitage, TN
Most active in
Kirk M has reported serving >5 clients in these states in the last 12 months.
Tennessee
Work history
KG Meyer, Inc.
2018 - Present (8 years)
DOI-Bureau of Indian Affairs
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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