# Kyle Watkins

> Kyle Watkins is a fee-only financial advisor at CF Financial in Fort Worth, Texas, who holds the CFP credential. Kyle charges an ongoing planning fee and focuses on tax planning and estate & legacy planning.

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

## Facts

- **Firm:** CF Financial
- **Based in:** Fort Worth, Texas
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $53.8M across 167 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 6124917 (https://adviserinfo.sec.gov/individual/summary/6124917)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://cffinancial.com/

## Frequently asked questions

### Is Kyle Watkins a fee-only financial advisor?

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

### How does Kyle charge for financial advice?

Kyle charges an ongoing planning fee.

### Where is Kyle Watkins based?

Kyle Watkins is based in Fort Worth, Texas.

### What does Kyle specialize in?

Kyle's specialties include tax planning and estate & legacy planning.

### What credentials does Kyle Watkins hold?

Kyle Watkins holds the CFP credential.

### Is Kyle Watkins registered with the SEC?

Yes. Kyle Watkins is registered as an investment adviser representative in TX (CRD 6124917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CF Financial manage?

CF Financial reports $53.8M across 167 accounts in assets under management.

### How do I contact Kyle Watkins?

Through Kyle's website, cffinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6124917): 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://cffinancial.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.