Kyra Palmer
Oak Financial Group · Stamford, Connecticut
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.
Request an introduction to Kyra →
Facts
| Firm | Oak Financial Group |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $177.2M across 138 accounts |
| SEC registration | Investment adviser representative in CA, CT, FL, MA, MD, NC, NH, NJ, NY, TX, VT · CRD 5322792 |
| Exams passed | Series 65 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.oakfingroup.com |
How Kyra's firm compares
- Oak Financial Group's average account is about $1.3 million, from its Form ADV (assets managed divided by 138 accounts).
Request an introduction to Kyra
Tell Kyra a little about what you're looking for. Kyra isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kyra
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.
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
- Oak Financial Group 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.
See something wrong? Request a correction. Read our methodology.