Brandon Ratzlaff
Cypress Point Wealth Management · Dallas, Texas
Brandon Ratzlaff is a fee-only financial advisor at Cypress Point Wealth Management in Dallas, Texas, who holds the CFP credential. Cypress Point Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cypress Point Wealth Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.47B across 1,092 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4636704 |
| Exams passed | Series 66 (2004) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.cypresspointwealth.com |
| Profile |
How Brandon's firm compares
- Cypress Point Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,092 accounts).
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Questions about Brandon
Is Brandon Ratzlaff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Cypress Point Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Cypress Point Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brandon Ratzlaff based?
Brandon Ratzlaff is based in Dallas, Texas.
What credentials does Brandon Ratzlaff hold?
Brandon Ratzlaff holds the CFP credential.
Is Brandon Ratzlaff registered with the SEC?
Yes. Brandon Ratzlaff is registered as an investment adviser representative in TX (CRD 4636704), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cypress Point Wealth Management manage?
Cypress Point Wealth Management reports $1.47B across 1,092 accounts in assets under management.
How do I contact Brandon Ratzlaff?
Through Brandon's website, www.cypresspointwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- 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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