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They include 469 individual clients, 356 high-net-worth individuals, and 6 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cypress Wealth Services offer?","answer":"Cypress Wealth Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and philanthropic planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cypress Wealth Services charge?","answer":"Cypress Wealth Services charges up to 1.50% for its Investment Advisory Services. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.","source":"CYPRESS DISCLOSURE BROCHURE, filed 6 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cypress Wealth Services use?","answer":"Cypress Wealth Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.34B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cypress Wealth Services have?","answer":"Cypress Wealth Services has 14 investment adviser representatives registered with state securities authorities, out of 21 employees, and 14 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cypress Wealth Services invest in?","answer":"At the end of its last fiscal year, Cypress Wealth Services’ separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 14% U.S. government and agency bonds, 7% pooled vehicles (private funds and similar), 5% cash and equivalents, 4% state and local bonds, 3% investment grade corporate bonds, 1% non-exchange-traded equities, 1% high-yield corporate bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cypress Wealth Services?","answer":"Cypress Wealth Services is owned through holding companies by Christian Risenmay and David Thatcher. Its direct owners are Risenmay, Inc., Second Growth Financial, Cypress Group Wealth Advisors, Inc. and Cypress Group Wealth Advisors, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 6 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cypress Wealth Services get paid?","answer":"Cypress Wealth Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cypress Wealth Services?","answer":"Cypress Wealth Services’ main office is at 74150 Country Club Drive, Palm Desert, CA 92260. Its phone number is 760-834-7250. 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