# Jennifer Cook

> Jennifer Cook 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.

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

## Facts

- **Firm:** Cypress Point Wealth Management
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.47B across 1,092 accounts
- **Credentials:** CFP
- **CRD:** 6804622 (https://adviserinfo.sec.gov/individual/summary/6804622)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.cypresspointwealth.com

## Frequently asked questions

### Is Jennifer Cook a fee-only financial advisor?

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

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

### Where is Jennifer Cook based?

Jennifer Cook is based in Dallas, Texas.

### What credentials does Jennifer Cook hold?

Jennifer Cook holds the CFP credential.

### Is Jennifer Cook registered with the SEC?

Yes. Jennifer Cook is registered as an investment adviser representative in TX (CRD 6804622), 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 Jennifer Cook?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6804622): 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.