Raymond Mayer
Cypress Path Capital · Carmel, California
Raymond Mayer is a fee-only financial advisor at Cypress Path Capital in Carmel, California, who holds the CFA credential. Cypress Path Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cypress Path Capital |
|---|---|
| Based in | Carmel, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $81.6M across 139 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 2346406 |
| Exams passed | Series 63 (1993) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cypresspath.com |
How Raymond's firm compares
- Cypress Path Capital's average account is about $587,000, from its Form ADV (assets managed divided by 139 accounts).
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Questions about Raymond
Is Raymond Mayer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and Cypress Path Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raymond charge for financial advice?
Raymond's firm, Cypress Path Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Raymond Mayer based?
Raymond Mayer is based in Carmel, California.
What credentials does Raymond Mayer hold?
Raymond Mayer holds the CFA credential.
Is Raymond Mayer registered with the SEC?
Yes. Raymond Mayer is registered as an investment adviser representative in CA and TX (CRD 2346406), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cypress Path Capital manage?
Cypress Path Capital reports $81.6M across 139 accounts in assets under management.
How do I contact Raymond Mayer?
Through Raymond's website, www.cypresspath.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 Path Capital 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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