# John Anderson

> John Anderson is a fee-only financial advisor at Cypress Wealth Management, LLC in Germantown, Tennessee, who holds the AIF and CFP credentials. John charges a percentage of assets, a flat fee or retainer and a one-time planning fee (one-time plans from $600 and 0.95% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/john-anderson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Cypress Wealth Management, LLC
- **Based in:** Germantown, Tennessee
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee
- **Fees (firm's website):** one-time plans from $600; 0.95% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $77.9M across 225 accounts
- **Credentials:** AIF, CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5822401 (https://adviserinfo.sec.gov/individual/summary/5822401)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://cypresswm.com

## Frequently asked questions

### Is John Anderson a fee-only financial advisor?

Yes. John Anderson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by John's firm.

### How does John charge for financial advice?

John charges a percentage of assets, a flat fee or retainer and a one-time planning fee.

### How much does John charge?

According to Cypress Wealth Management, LLC's website, checked October 28, 2026: one-time plans from $600; 0.95% a year on the first tier of assets managed.

### Does John work with clients virtually?

Yes. Cypress Wealth Management, LLC says on its website that it works with clients remotely.

### Where is John Anderson based?

John Anderson is based in Germantown, Tennessee.

### What does John specialize in?

John's specialties include retirement planning, tax planning and estate & legacy planning. John works with retirees and pre-retirees.

### What credentials does John Anderson hold?

John Anderson holds the AIF and CFP credentials.

### Is John Anderson registered with the SEC?

Yes. John Anderson is registered as an investment adviser representative in TN (CRD 5822401), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Cypress Wealth Management, LLC manage?

Cypress Wealth Management, LLC reports $77.9M across 225 accounts in assets under management.

### How do I contact John Anderson?

Through John's website, cypresswm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6929): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://cypresswm.com/): specialties, clients served, and fees, checked October 28, 2026

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