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Mark Kirchmyer

Silver Grove Advisory Services
41 Years of Experience
Orchard Park, NY
Sells Insurance
View SEC Summary
View SEC Summary

Mark Kirchmyer is a registered investment advisor at Silver Grove Advisory Services, based in Orchard Park, NY, with 41 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,150 clients with $450M in assets under management.

Silver Grove Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
2,150 clients
Average Client Portfolio
$211K average
Assets Under Management
$453.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.0% to 2.00% annually based on account complexity, asset level, and overall relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

400 Sterling Drive, Orchard Park, NY, 14127

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark operates Silver Grove Financial Group and Silver Grove Advisory Services, providing investment advisory services, dedicating full-time hours to these activities. He also works as an independent agent selling non-variable insurance, spending a few hours per week on this.

Employment History
Current Registrations
Silver Grove Advisory Services
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
December 2017 - October 2025 · 7 yrs 10 mos
Key Investment Services LLCBroker
July 2009 - December 2017 · 8 yrs 5 mos
Uvest Financial Services Group, INC.Broker
January 2005 - July 2009 · 4 yrs 6 mos
M&t Securities, INC.Broker
May 1995 - January 2005 · 9 yrs 8 mos
Liberty Securities CorporationBroker
July 1990 - May 1995 · 4 yrs 10 mos
Mony Securities CORP.Broker
March 1988 - July 1990 · 2 yrs 4 mos
The Mutual Life Insurance Company of New YorkBroker
March 1988 - July 1990 · 2 yrs 4 mos
North American Investment CORP.Broker
June 1986 - February 1988 · 1 yr 8 mos
Empire National Securities, IncorporatedBroker
April 1985 - June 1986 · 1 yr 2 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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