# Michael Mahoney

> Michael Mahoney is a fee-only financial advisor at Cypress Asset Management in Peoria Heights, Illinois, who holds the CFP credential. Michael focuses on family wealth transfer. Cypress Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-mahoney/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cypress Asset Management
- **Based in:** Peoria Heights, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $152.8M across 255 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 1396448 (https://adviserinfo.sec.gov/individual/summary/1396448)
- **SEC registration:** Investment adviser representative in FL, IL
- **Exams passed:** Series 63 (1991), Series 65 (1999)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.betterwaywealth.com

## Frequently asked questions

### Is Michael Mahoney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Cypress Asset Management 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 Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michael Mahoney based?

Michael Mahoney is based in Peoria Heights, Illinois.

### What does Michael specialize in?

Michael's specialties include family wealth transfer. Michael works with multi-generational families.

### What credentials does Michael Mahoney hold?

Michael Mahoney holds the CFP credential.

### Is Michael Mahoney registered with the SEC?

Yes. Michael Mahoney is registered as an investment adviser representative in FL and IL (CRD 1396448), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cypress Asset Management manage?

Cypress Asset Management reports $152.8M across 255 accounts in assets under management.

### How do I contact Michael Mahoney?

Through Michael's website, www.betterwaywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1396448): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://cypram.com/): specialties, clients served, and fees, checked October 30, 2026

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