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Advisor

Kyla Orr

Premier Financial Group · Eureka, California

Kyla Orr is a fee-only financial advisor at Premier Financial Group in Eureka, California. Premier Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmPremier Financial Group
Based in Eureka, California
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$819.9M across 1,362 accounts
SEC registration Investment adviser representative in CA · CRD 7365744
Exams passedSeries 65 (2022)
Firm size17 employees
Disclosures None reported
Websitewww.premierfinancial.com

How Kyla's firm compares

  • Premier Financial Group's average account is about $602,000, from its Form ADV (assets managed divided by 1,362 accounts).

What fee-only advisors charge in California

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Questions about Kyla

Is Kyla Orr a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kyla holds no broker registration, and Premier Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Kyla charge for financial advice?

Kyla's firm, Premier Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Kyla Orr based?

Kyla Orr is based in Eureka, California.

Is Kyla Orr registered with the SEC?

Yes. Kyla Orr is registered as an investment adviser representative in CA (CRD 7365744), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Premier Financial Group manage?

Premier Financial Group reports $819.9M across 1,362 accounts in assets under management.

How do I contact Kyla Orr?

Through Kyla's website, www.premierfinancial.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Eureka

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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