Kirby Demoss
Kirby Demoss is a registered investment advisor at Divvi Wealth Management, based in Kansas City, MO, with 24 years of industry experience. Kirby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 197 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.55% |
| $6M+ | 0.50% |
Rates shown are for asset management services. Comprehensive wealth management services have a separate tiered schedule starting at 1.25% down to 0.70%. Fees are negotiable.
Fee Estimator
Location
220 W 18th Street, Suite 202, Kansas City, MO, 64108
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2006Other Business ActivitiesSells Insurance
Kirby is a licensed insurance agent since 2022, dedicating about 10-20% of their time to insurance sales. Kirby is also a member of Colligo Group LLC, a holding company that engages in general consulting services, spending a few hours per week on this activity.
Employment History
Current Registrations
Divvi Wealth Management
Previous Registrations
Ivy Distributors, INC.Broker
Waddell & ReedBroker
Edward JonesBroker
State Registrations3 states
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
More Advisors
- Eric Blattner, CFA, CFPDivvi Wealth Management
- Anthony Donnelly, CFPDivvi Wealth Management
- Zachary Emslie, CFPBluevine Advice
- Bret Ohlhausen, ChFCState Farm Investment Management CORP.
- Kyle Hill, CFPSmartpath Advisors
- Frank Maggiorotto, CFA, CFPFirst National Advisers, LLC