Kelsey Cagle
Access Financial Resources · Oklahoma City, Oklahoma
Kelsey Cagle is a fee-only financial advisor at Access Financial Resources in Oklahoma City, Oklahoma. Access Financial Resources reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Access Financial Resources |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $410.6M across 2,458 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 7342584 |
| Exams passed | Series 65 (2021) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.afradvice.com |
How Kelsey's firm compares
- Access Financial Resources's average account is about $167,000, from its Form ADV (assets managed divided by 2,458 accounts).
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Questions about Kelsey
Is Kelsey Cagle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelsey holds no broker registration, and Access Financial Resources reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelsey charge for financial advice?
Kelsey's firm, Access Financial Resources, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kelsey Cagle based?
Kelsey Cagle is based in Oklahoma City, Oklahoma.
Is Kelsey Cagle registered with the SEC?
Yes. Kelsey Cagle is registered as an investment adviser representative in OK and TX (CRD 7342584), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Access Financial Resources manage?
Access Financial Resources reports $410.6M across 2,458 accounts in assets under management.
How do I contact Kelsey Cagle?
Through Kelsey's website, www.afradvice.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
- 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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