Kyle Watkins
CF Financial · Fort Worth, Texas
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.
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Specialties
Facts
| Firm | CF Financial |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model | Ongoing planning fee |
| Assets under management | $53.8M across 167 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6124917 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cffinancial.com |
| Profile |
How Kyle's firm compares
- CF Financial's average account is about $322,000, from its Form ADV (assets managed divided by 167 accounts).
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Questions about Kyle
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Worth
Other advisors in Texas who focus on tax planning
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
- CF Financial 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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