Fee-only adviser · Oakbrook Terrace, IL
Cypress Wealth Management
Cypress Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Oakbrook Terrace, Illinois. On its latest Form ADV, filed March 20, 2026, it reports $283M in regulatory assets under management, 6 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 324524 · SEC file 801-128859 |
| Office | 18W140 Butterfield Road, Suite 1110 Oakbrook Terrace, IL 60181 |
| Phone | (331) 307-7444 |
| Website | www.cypressholdings.com |
| Regulatory assets under management | $283M |
| Individual clients | 0 non-high-net-worth, 6 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Oakbrook Terrace
- Harvest Investment Services, LLC $758M
- Veracity Wealth Management LLC $49M
- Sage Private Wealth Group, LLC $441M
See all 4 fee-only advisers in Oakbrook Terrace →
Nearby
- Lombard 2 firms
- Elmhurst 2 firms
- Oak Brook 8 firms
- Glen Ellyn 3 firms
- Downers Grove 10 firms
- Hinsdale 7 firms
- Western Springs 2 firms
- Itasca 2 firms
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