Cypress Praxis, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$94,137,703
Clients
43
74% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
HighAverage account size
$2,189,249
About
Cypress Praxis serves a small, selective group of primarily high‑net‑worth individuals and families and provides discretionary portfolio management, investment planning, financial consulting, coaching, and education for U.S. and international clients. The brochure notes the firm manages client assets on a discretionary basis and offers ongoing monitoring and tailored account construction aligned with each client’s investment policy.
The firm uses a proprietary Strategic Portfolio Design™ process that emphasizes asset‑allocation policy, core/satellite portfolio construction, tax‑managed indexing, and selective use of no‑load mutual funds, ETFs, and occasional individual securities. Cypress places explicit emphasis on investor behavior and coaching as part of its collaborative planning and monitoring process, and it incorporates macroeconomic and manager monitoring into portfolio adjustments.
Noteworthy for an independent advisor, the brochure indicates the firm works with charitable and mission‑driven clients and highlights the principal’s long‑term pro bono service on nonprofit and education boards, suggesting experience advising nonprofit entities in addition to private clients. The firm presents itself as a long‑standing, tightly focused practice that limits its client roster, offers virtual family‑office capability for very large households, and does not accept performance‑based fees.
Client services
Portfolio management
Financial consulting and/or executive coaching and consulting
Financial consulting and/or executive coaching and consulting
Expertise
Tax-loss harvesting
Wealth management
Occupation focus
Executive
Demographic focus
Established Professionals
Fee options
Fixed fees for financial consulting or coaching projects, determined in advance
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
$1,200/hour unless otherwise agreed
Account minimum: $3,000,000 Fee-only: Hourly rate $1,200/hour; fixed fees for projects determined in advance
Main office location
Cypress Praxis, LLC
San Rafael CA, United States
Number of offices
1
Most active in
Cypress Praxis, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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