Kayla Tweedy
Financial Management · Ardmore, Oklahoma
Kayla Tweedy is a fee-only financial advisor at Financial Management in Ardmore, Oklahoma. Kayla charges hourly fees and a one-time planning fee and focuses on estate & legacy planning and small business owners.
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Specialties
Facts
| Firm | Financial Management |
|---|---|
| Based in | Ardmore, Oklahoma |
| Fee model | Hourly · One-time planning fee |
| Assets under management | $318.3M across 1,400 accounts |
| SEC registration | Investment adviser representative in OK · CRD 6298352 |
| Exams passed | Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.fmiardmore.com |
How Kayla's firm compares
- Financial Management's average account is about $227,000, from its Form ADV (assets managed divided by 1,400 accounts).
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Questions about Kayla
Is Kayla Tweedy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kayla holds no broker registration, and Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kayla charge for financial advice?
Kayla charges hourly fees and a one-time planning fee.
Where is Kayla Tweedy based?
Kayla Tweedy is based in Ardmore, Oklahoma.
What does Kayla specialize in?
Kayla's specialties include estate & legacy planning and small business owners.
Is Kayla Tweedy registered with the SEC?
Yes. Kayla Tweedy is registered as an investment adviser representative in OK (CRD 6298352), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Management manage?
Financial Management reports $318.3M across 1,400 accounts in assets under management.
How do I contact Kayla Tweedy?
Through Kayla's website, www.fmiardmore.com.
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
- Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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