John Anderson
Cypress Wealth Management, LLC · Germantown, Tennessee
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $77.9M across 225 accounts |
| Credentials | AIF · CFP |
| SEC registration | Investment adviser representative in TN · CRD 5822401 |
| Exams passed | Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | cypresswm.com |
How John's firm compares
- A one-time plan starts at $600, below the Tennessee median of $2,000 for fee-only firms that publish prices.
- Cypress Wealth Management, LLC's average account is about $346,000, from its Form ADV (assets managed divided by 225 accounts).
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Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Cypress Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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