CF Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“The negotiated fixed rate for on-going financial planning services is between $2,500 and $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How CF Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full refund of CFF's fees within five business days of signing the Investment Advisory Contract.”
• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
• “Clients may terminate the agreement without penalty, for full refund of CFF’s fees, within five business days of signing the Financial Planning Agreement.”

How CF Financial’s fees compare

• Its flat or project fee of $2,500-$10,000 spans the Texas median of $3,850. 69% of the 401 other Texas planners that publish a flat or project fee charge less.
• 6 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.

About CF Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.84% a year

Clients

89

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and other services

Assets managed

$53,787,594

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311964

Website

cffinancial.com (opens in new tab)

Phone

(817) 435-8710

Can advise clients in 2 states: Oklahoma, Texas

Other planners in Fort Worth that publish fees

• 9I Capital Group LLCFort Worth$150/hr, $1,500⁠-⁠$10,000
• Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
• Dean, Jacobson Financial ServicesFort Worth$75⁠-⁠$350/hr, $1,500⁠-⁠$20,000
• Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
• Holland Investment Management, Inc.Fort Worth$300⁠-⁠$350/hr, $5,000⁠-⁠$25,000
• Jos PlanningFort Worth$250⁠-⁠$12,500, $300⁠-⁠$784/mo

Compare all 34 planners in Fort Worth