Joshua Kirby is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Brenham, TX, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 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
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
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.