# James Kull

> James Kull is a fee-only financial advisor at Cypress Point Wealth Management in Austin, Texas, who holds the CFP and CFA credentials. Cypress Point Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-kull/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cypress Point Wealth Management
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.47B across 1,092 accounts
- **Credentials:** CFP, CFA
- **CRD:** 4678116 (https://adviserinfo.sec.gov/individual/summary/4678116)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2003)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.cypresspointwealth.com

## Frequently asked questions

### Is James Kull a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James's firm, Cypress Point Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Kull based?

James Kull is based in Austin, Texas.

### What credentials does James Kull hold?

James Kull holds the CFP and CFA credentials.

### Is James Kull registered with the SEC?

Yes. James Kull is registered as an investment adviser representative in TX (CRD 4678116), 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 James Kull?

Through James's website, www.cypresspointwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4678116): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.