# Kyra Palmer

> Kyra Palmer is a fee-only financial advisor at Oak Financial Group in Stamford, Connecticut. Oak Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kyra-palmer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Oak Financial Group
- **Based in:** Stamford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $177.2M across 138 accounts
- **CRD:** 5322792 (https://adviserinfo.sec.gov/individual/summary/5322792)
- **SEC registration:** Investment adviser representative in CA, CT, FL, MA, MD, NC, NH, NJ, NY, TX, VT
- **Exams passed:** Series 65 (2007)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.oakfingroup.com

## Frequently asked questions

### Is Kyra Palmer a fee-only financial advisor?

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

### How does Kyra charge for financial advice?

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

### Where is Kyra Palmer based?

Kyra Palmer is based in Stamford, Connecticut.

### Is Kyra Palmer registered with the SEC?

Yes. Kyra Palmer is registered as an investment adviser representative in CA, CT, FL, MA, MD, NC, NH, NJ, NY, TX and VT (CRD 5322792), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oak Financial Group manage?

Oak Financial Group reports $177.2M across 138 accounts in assets under management.

### How do I contact Kyra Palmer?

Through Kyra's website, www.oakfingroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5322792): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://oakfingroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.