Ryan Mahoney
Cypress Asset Management · Peoria Heights, Illinois
Ryan Mahoney is a fee-only financial advisor at Cypress Asset Management in Peoria Heights, Illinois. Ryan focuses on family wealth transfer. Cypress Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Ryan →
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 |
| SEC registration | Investment adviser representative in FL, IL · CRD 7158596 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.betterwaywealth.com |
| Profile |
How Ryan's firm compares
- Cypress Asset Management's average account is about $599,000, from its Form ADV (assets managed divided by 255 accounts).
Request an introduction to Ryan
Tell Ryan a little about what you're looking for. Ryan 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 Ryan
Is Ryan Mahoney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, Cypress Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ryan Mahoney based?
Ryan Mahoney is based in Peoria Heights, Illinois.
What does Ryan specialize in?
Ryan's specialties include family wealth transfer. Ryan works with multi-generational families.
Is Ryan Mahoney registered with the SEC?
Yes. Ryan Mahoney is registered as an investment adviser representative in FL and IL (CRD 7158596), 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 Ryan Mahoney?
Through Ryan'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.
See something wrong? Request a correction. Read our methodology.