Kirby Cundiff is a CFA, CFP-designated registered investment advisor at Fefa Financial, based in Saint Louis, MO, with 5 years of industry experience. Kirby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,686 clients with $440M 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 $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
530 Vance Road, Saint Louis, MO, 63088
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kirby is an adjunct professor of accounting and financial education at the University of Maryland Global Campus, dedicating about a quarter of their time. Kirby also engages in personal investing, real estate rentals, investment and tax consulting, and educational consulting.
Employment History
Current Registrations
Fefa Financial
Previous Registrations
Ae Wealth Management, LLC
State Registrations2 states
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