Cypress Coast Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“A flat rate of $500 per hour is charged to clients payable in advance for a 2 hour minimum.”

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

How Cypress Coast Investments bills

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

• “Additional hours are billed at $500 per hour in 30 minute increments.”

How Cypress Coast Investments’ fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Cypress Coast Investments

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1994 (32 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

136903

Website

cypresscoastinvestments.com (opens in new tab)

Phone

(831) 809-8186

Other planners in California that publish fees

• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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