James Kull
Cypress Point Wealth Management · Austin, Texas
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.
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Facts
| Firm | Cypress Point Wealth Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.47B across 1,092 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX · CRD 4678116 |
| Exams passed | Series 66 (2003) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.cypresspointwealth.com |
How James'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 James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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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