Joseph Pessetto
Cypress Capital · Franklin, Tennessee
Joseph Pessetto is a fee-only financial advisor at Cypress Capital in Franklin, Tennessee. Cypress Capital reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Cypress Capital |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $426.0M across 1,547 accounts |
| SEC registration | Investment adviser representative in NC · CRD 3083013 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.cypresscapital.com |
How Joseph's firm compares
- Cypress Capital's average account is about $275,000, from its Form ADV (assets managed divided by 1,547 accounts).
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Questions about Joseph
Is Joseph Pessetto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Cypress Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Cypress Capital, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Joseph Pessetto based?
Joseph Pessetto is based in Franklin, Tennessee.
Is Joseph Pessetto registered with the SEC?
Yes. Joseph Pessetto is registered as an investment adviser representative in NC (CRD 3083013), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cypress Capital manage?
Cypress Capital reports $426.0M across 1,547 accounts in assets under management.
How do I contact Joseph Pessetto?
Through Joseph's website, www.cypresscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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