# Kevin Roth

> Kevin Roth is a fee-only financial advisor at Tanglewood Legacy Advisors in Houston, Texas, who holds the CFP credential. Kevin focuses on founders (pre-exit), family wealth transfer and estate & legacy planning. Tanglewood Legacy Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Tanglewood Legacy Advisors
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $809.0M across 563 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Family wealth transfer, Estate & legacy planning, Tax planning
- **Works with:** Founders
- **CRD:** 5826198 (https://adviserinfo.sec.gov/individual/summary/5826198)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2011)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.family-cfo.com

## Frequently asked questions

### Is Kevin Roth a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Tanglewood Legacy Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kevin charge for financial advice?

Kevin's firm, Tanglewood Legacy Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kevin Roth based?

Kevin Roth is based in Houston, Texas.

### What does Kevin specialize in?

Kevin's specialties include founders (pre-exit), family wealth transfer, estate & legacy planning and tax planning. Kevin works with founders.

### What credentials does Kevin Roth hold?

Kevin Roth holds the CFP credential.

### Is Kevin Roth registered with the SEC?

Yes. Kevin Roth is registered as an investment adviser representative in TX (CRD 5826198), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tanglewood Legacy Advisors manage?

Tanglewood Legacy Advisors reports $809.0M across 563 accounts in assets under management.

### How do I contact Kevin Roth?

Through Kevin's website, www.family-cfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5826198): 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://family-cfo.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.