Dirk Palmer
Private Client Advisor Group · Palm City, Florida
Dirk Palmer is a fee-only financial advisor at Private Client Advisor Group in Palm City, Florida. Private Client Advisor Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Private Client Advisor Group |
|---|---|
| Based in | Palm City, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $110M across 391 accounts |
| SEC registration | Investment adviser representative in OK · CRD 7363379 |
| Exams passed | Series 65 (2021) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.privateclientadvisor.net |
How Dirk's firm compares
- Private Client Advisor Group's average account is about $281,000, from its Form ADV (assets managed divided by 391 accounts).
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Questions about Dirk
Is Dirk Palmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dirk holds no broker registration, and Private Client Advisor Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dirk charge for financial advice?
Dirk's firm, Private Client Advisor Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dirk Palmer based?
Dirk Palmer is based in Palm City, Florida.
Is Dirk Palmer registered with the SEC?
Yes. Dirk Palmer is registered as an investment adviser representative in OK (CRD 7363379), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Client Advisor Group manage?
Private Client Advisor Group reports $110M across 391 accounts in assets under management.
How do I contact Dirk Palmer?
Through Dirk's website, www.privateclientadvisor.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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