Cypress Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $0 to $15,000 on a fixed fee basis, and a maximum of $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

Up to $15,000

From the same sentence as above.

Monthly fee

$250⁠-⁠$10,000/mo

“The monthly fee for wealth coaching ranges from $250 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Cypress Capital bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fees are negotiable between the Client and Registrant, and the amount of the 18 fee will be set forth in the application.”
• “Fees are due and payable to Registrant every three months in advance for the next quarterly period.”
• “Registrant will provide the Client with an invoice for the quarterly fees.”

How Cypress Capital’s fees compare

• Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Tallahassee that publish an hourly rate charge less.
• Its flat or project fee of up to $15,000 spans the Florida median of $4,900. 71% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 2 other planners in Tallahassee that publish a flat or project fee charge less.

About Cypress Capital

• Firm size: 6 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.95% a year

Clients

260

Employees

6

Works with

Individuals, high net worth individuals, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, educational seminars and workshops, and other services

Assets managed

$143,204,838

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

335347

Website

linkedin.com/in/kate-clark-aif%C2%AE-cfp%C2%AE-cpfa-86260018 (opens in new tab)

Phone

(850) 583-5377

Can advise clients in 3 states: Florida, Georgia, Texas

Other planners in Tallahassee that publish fees

• Dougherty Financial Planning, LLCTallahassee$125/hr
• Primaris Wealth ManagementTallahassee$500⁠-⁠$25,000, $2,500/yr
• Proper WealthTallahassee$50,000
• Seven Hills Financial, LLCTallahassee$250/hr

Compare all 10 planners in Tallahassee