CF Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CF Financial serves individuals and high‑net‑worth individuals, offering discretionary portfolio management, financial planning (including on‑going planning) and the selection of third‑party advisers. The firm provides written Investment Policy Statements for each client and issues periodic email newsletters that cover market trends, economic data, and lifestyle topics.
CFF manages accounts on a discretionary basis using fundamental analysis and modern portfolio theory with a long‑term trading orientation, and it documents client risk tolerance and objectives in individualized plans. Portfolios commonly include mutual funds, ETFs (including precious‑metals exposures), fixed‑income securities, annuities and Treasury Inflation Protected securities, and accounts are reviewed annually with quarterly custodian reporting.
Distinctive elements in the brochure include an affiliated accounting firm, Calvetti Ferguson, whose tax planning services CFF may incorporate into client engagements and for which CFF compensates the affiliate, and the firm’s practice of providing emailed newsletters to clients. The brochure also notes that CFF provides advice regarding retirement plan accounts and IRAs under applicable fiduciary rules and may direct clients to sub‑advisers, indicating a service mix that extends beyond a typical solo independent adviser model.
Client services
Expertise
Fee options
Fixed fees for creating financial plans between $2,500 and $10,000, negotiable; On-going financial planning fees between $2,500 and $10,000, negotiable and renewed annually.
$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.90% $4,000,001 - $8,000,000: 0.75% $8,000,001 - $16,000,000: 0.65% $16,000,001 - $32,000,000: 0.50% $32,000,001 - $64,000,000: 0.35% $64,000,001+: 0.20%
Main office
300 Throckmorton Street, Suite 1900
Fort Worth TX 76102
Advisors at this office
1
Most active in
Oklahoma · Texas
Also doing business as
Cf Financial · Cf Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)