Top financial advisors in Cypress, CA
We’ve curated a list of the best financial advisors in Cypress, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$393,288,818
Number of advisors
5 advisors
| $393,288,818 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cypress, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cypress. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Asset Planning, Inc
Asset Planning Inc. is a Registered Investment Advisor founded in 1998 by Sandra C. Field. The firm specializes in personal financial planning and investment management for individuals, families, trusts, estates, and family businesses. Their services include financial problem identification, cash flow management, investment management, tax planning, risk review, education funding, retirement planning, and charitable goals. The firm operates as a fee-only advisor, receiving compensation solely from clients and not accepting commissions or referral fees. Asset Planning Inc. manages assets on a discretionary basis totaling $504,727,642 and on a non-discretionary basis totaling $1,305,680 as of December 31, 2024. The firm's fee structure includes hourly charges for financial planning services and annualized percentage fees for asset management, with a maximum fee of 1%. Clients receive quarterly reports, monthly custodial statements, and have the right to direct trading decisions. The firm does not engage in performance-based fees and does not vote proxies on behalf of clients. Asset Planning Inc. provides services to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities, with minimum account sizes ranging from $500,000 to $1,000,000. The firm's investment strategies focus on strategic asset allocation, utilizing fundamental analysis and globally diversified portfolios to manage risk. Clients are advised to promptly notify the firm of any changes in their financial situation or objectives for ongoing review and evaluation.
$393,288,818 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cypress, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cypress. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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