Kyle Watkins is a CFP-designated registered investment advisor at Cf Financial, based in Fort Worth, TX, with 13 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 89 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $8.0M | 0.75% |
| $8.0M - $16.0M | 0.65% |
| $16.0M - $32.0M | 0.50% |
| $32.0M - $64.0M | 0.35% |
| $64M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Location
300 Throckmorton Street, Suite 1900, Fort Worth, TX, 76102
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is a licensed insurance agent selling insurance and annuity products, dedicating minimal time to this activity. He also markets himself under the name Carrington Wealth Advisors and works nearly full-time as a Registered Representative with Regulus Advisors.
Employment History
Current Registrations
Cf Financial
Previous Registrations
Regal Investment Advisors LLC
Regulus Advisors, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.