Cypress Lane Advisors fees and pricing

Financial planner in Galveston, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 18, 2026, Cypress Lane Advisors charges $150 an hour for financial planning.

Published fees

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

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

“The management fee will be billed each quarter and in arrears – no advance payments will be required or available.”
“However, you may also choose to be billed directly for fees by notifying the Advisor in writing.”
“Upon termination of a client relationship, any earned and unpaid fees will be due and payable.”

Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFA.
Registered as an adviser: 2023 (3 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 5
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $6,053,828
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 325688
Website: cypresslaneadvisors.com (opens in new tab)
Phone: (310) 597-1799

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.