Firm
Cypress Wealth Management, LLC
Germantown, Tennessee
Fee-only
Cypress Wealth Management, LLC at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 50 individual clients, 20 of them high net worth.
- Its average account is about $346,000 (assets it manages divided by its 225 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Germantown, Tennessee |
|---|---|
| Website | cypresswm.com |
| [email protected] | |
| Phone | (901) 292-3596 |
Cypress Wealth Management, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $600 |
|---|---|
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · One-time plans or projects |
In the firm's words
"The session fee is $600." source
"Under $2,000,000* 0.95%" source
"Wealth management fees are typically billed as an asset under advisement fee" source
"Our financial planning engagements are offered for a flat fee" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $78 million |
| Individual clients | 30 |
| High-net-worth clients | 20 |
| Accounts managed | 225 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 154177 |