Cypress Wealth Management fees
Financial planner in Oakbrook Terrace, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Cypress Wealth Management (Oakbrook Terrace, IL) charges a flat or project fee of up to $40,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change.
- Flat or project fee
- Up to $40,000
Can go up to $40,000; the Illinois median is $4,975.
“Fixed fees range up to $40,000 and may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 6 employees
- Registered since
- 2023 (3 years)
How Cypress Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Investment advisory fees are paid quarterly in advance pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated for the period from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
About Cypress Wealth Management
- Founded: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 6
- Works with
- High net worth individuals, pooled investment vehicles, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and other services
- Assets managed
- $283 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 20, 2026
- CRD number
- 324524 (opens in new tab)
- Phone
- (331) 307-7444
More planners in Illinois that publish fees
- Bold Vision FinancialChicagoHourly $385/hr, Monthly $120-$500/mo
- Arena Private WealthChicagoHourly $250/hr
- Todt Investment Management LLCChicagoQuarterly $1,500/qtr, Annual from $4,500/yr
- Maplewood WealthArlington HeightsFlat $995-$5,000
- Mindful Money Financial Counsel, LLCChicagoHourly $600/hr, Flat $3,000-$6,000
- Avenue 90Palos ParkHourly $250/hr, Flat $1,000-$15,000
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.