Michael Mahoney
Cypress Asset Management · Peoria Heights, Illinois
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Cypress Asset Management |
|---|---|
| Based in | Peoria Heights, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $152.8M across 255 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, IL · CRD 1396448 |
| Exams passed | Series 63 (1991) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.betterwaywealth.com |
How Michael's firm compares
- Cypress Asset Management's average account is about $599,000, from its Form ADV (assets managed divided by 255 accounts).
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Questions about Michael
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.
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
- Cypress Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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