Kevin Roth
Tanglewood Legacy Advisors · Houston, Texas
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Tanglewood Legacy Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $809.0M across 563 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5826198 |
| Exams passed | Series 63 (2011) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.family-cfo.com |
| Profile |
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Questions about Kevin
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.
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
- Tanglewood Legacy Advisors 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.
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