Mark Dodson
Cypress Capital · Franklin, Tennessee
Mark Dodson is a fee-only financial advisor at Cypress Capital in Franklin, Tennessee, who holds the CFA credential. 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TN · CRD 3173377 |
| Exams passed | Series 63 (1999) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.cypresscapital.com |
| Profile |
How Mark'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 Mark
Is Mark Dodson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?
Mark's firm, Cypress Capital, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Mark Dodson based?
Mark Dodson is based in Franklin, Tennessee.
What credentials does Mark Dodson hold?
Mark Dodson holds the CFA credential.
Is Mark Dodson registered with the SEC?
Yes. Mark Dodson is registered as an investment adviser representative in TN (CRD 3173377), 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 Mark Dodson?
Through Mark'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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