Joshua Kirby
Joshua Kirby is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Brenham, TX, with 11 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
Brenham, TX
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua is a partner at Compass Retirement Planning, selling securities and some insurance. He also works as an agent for Protective Life Insurance Company and One America, selling life insurance and LTC policies, and is an agent for Westpark Wealth Advisors, Inc. for advisory business. Joshua spends nearly full-time hours at Compass Retirement Planning, and about a quarter of his time at Westpark Wealth Advisors, Inc. He also dedicates about a quarter of his time to Benaiah LLC, developing products for Amazon, and Camp Blessing, leading Bible studies and developing partnerships.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Calton & Associates, INC.
Westpark Wealth Advisors, INC.
Previous Registrations
Ims Securities, INC.Broker
State Registrations8 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
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