Kirkey & Co. Financial Advisors, Inc.

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Client assets under management

$76,618,136

Clients

37% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,216,161

About

Kirkey & Co. Financial Advisors, Inc. is a two‑advisor registered investment adviser that provides discretionary asset management and financial planning to individuals — including high‑net‑worth clients — as well as trusts, estates, retirement plan participants, and business entities. As of December 31, 2025 the firm reported managing approximately $76.6 million across about 63 client relationships.

The firm tailors investment programs to each client’s objectives and risk tolerance, using a mix of fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory; most client accounts are managed on a discretionary basis and reviewed at least quarterly. KCFA implements strategies using mutual funds, ETFs and, when appropriate for a client’s profile, alternative or private investments, and it draws on research from sources such as Morningstar and Schwab.

A distinguishing feature is the firm’s affiliation with an accounting practice: the principal owner also operates Kirkey & Co., Inc., CPAs, and clients above certain asset levels may receive tax preparation services from the affiliated CPA firm. The combination of CFP and CPA expertise within a small, two‑advisor team and the explicit coordination of tax and investment advice is less common among similarly sized advisory practices.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Income planning Tax strategies for small businesses Wealth management

Fee options

Fixed

Fixed fees up to $16,000 for financial planning, negotiable

Percentage

Under $25,000 - $25,000: 1.1% with a $250 minimum fee $25,001 - $100,000: 1.0% $100,001 - $250,000: 0.95% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.70%

Project-based

$200 per hour for financial planning and consulting

Other

Account minimum: $250,000 Minimum fee: $250 minimum fee for accounts under $25,000; $10,000 minimum fee for financial planning (negotiable) Fee-only: Asset management fees based on tiered schedule; financial planning charged hourly ($200/hour) or fixed fees (minimum $10,000, up to $16,000; both negotiable)

Main office location

Kirkey & Co. Financial Advisors, Inc.

5207 Norwich St

Hilliard OH 43026-1443, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 614-777-5007

Advisors at this firm

David K

CFP®

Hilliard, OH

Kirkey & Co. Financial Advisors, Inc.

David Kirkey is a CFP® professional with 25 years of experience in financial advising. He has been with Kirkey & Co. Financial Advisors, Inc. since 1996 and also serves as president and sole owner of Kirkey & Co., Inc. CPAs, an accounting firm offering tax preparation and small business accounting services. He works full-time managing both firms concurrently. Kirkey & Co. Financial Advisors provides discretionary asset management and comprehensive financial planning to individuals, trusts, estates, retirement plan participants, and business entities. The firm integrates investment management with tax and accounting services through its affiliation with the CPA practice, employing a blend of analytical approaches grounded in modern portfolio theory.

General retirement planning Income planning Tax strategies for small businesses Wealth management

Jeremy R

CFP®

Hilliard, OH

Kirkey & Co. Financial Advisors, Inc.

Jeremy Royer is a CFP® professional with one year of experience at Kirkey & Co. Financial Advisors, Inc. He has prior work experience at Matthews International and United States Steel Corporation, and he attended Cedarville University. Kirkey & Co. Financial Advisors provides discretionary asset management and comprehensive financial planning to individuals, trusts, estates, retirement plan participants, and business entities. The firm uses a blend of fundamental, technical, cyclical, and quantitative analysis grounded in modern portfolio theory to build diversified portfolios and coordinates closely with an affiliated CPA firm to integrate investment and tax considerations.

General retirement planning Income planning Tax strategies for small businesses Wealth management

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