Michael Brooks
Cypress Capital · Franklin, Tennessee
Michael Brooks 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.
Request an introduction to Michael →
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 LA, TN, TX · CRD 4143729 |
| Exams passed | Series 66 (2000) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.cypresscapital.com |
How Michael's firm compares
- Cypress Capital's average account is about $275,000, from its Form ADV (assets managed divided by 1,547 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Brooks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Cypress Capital, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Michael Brooks based?
Michael Brooks is based in Franklin, Tennessee.
What credentials does Michael Brooks hold?
Michael Brooks holds the CFA credential.
Is Michael Brooks registered with the SEC?
Yes. Michael Brooks is registered as an investment adviser representative in LA, TN and TX (CRD 4143729), 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 Michael Brooks?
Through Michael'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.
See something wrong? Request a correction. Read our methodology.