Robert Walker
Cypress Capital · Franklin, Tennessee
Robert Walker is a fee-only financial advisor at Cypress Capital in Franklin, Tennessee, who holds the CFP 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 | CFP |
| SEC registration | Investment adviser representative in TN · CRD 4714842 |
| Exams passed | Series 66 (2004) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.cypresscapital.com |
How Robert'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 Robert
Is Robert Walker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Cypress Capital, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Robert Walker based?
Robert Walker is based in Franklin, Tennessee.
What credentials does Robert Walker hold?
Robert Walker holds the CFP credential.
Is Robert Walker registered with the SEC?
Yes. Robert Walker is registered as an investment adviser representative in TN (CRD 4714842), 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 Robert Walker?
Through Robert'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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