CYPRESS WEALTH ADVISORS, LLC

RIASEC Registered

Total AUM

$80.6M

Discretionary

$80.6M

100% of AUM

Avg account

$959K

Accounts

Employees

Advisory reps

Firm details

Headquarters: SHAVANO PARK, Texas
CRD number: 166414
Website: www.cypresswealthadvisors.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI97.28%
Pension & Profit Sharing Plans2.72%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Cypress Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals, families and some institutional clients, with a stated focus on financial planning and portfolio management for individuals and small businesses. Its billing model is flexible: clients may be charged a percentage of assets under management, hourly fees, or fixed fees depending on the engagement. The firm reports it is not an active ESG investor and does not operate as a capital allocator. Advisory activity centers on one-on-one planning and discretionary portfolio work rather than running multi-manager or pooled products.