Cypress Point Wealth Management
TL;DR
Founded in 2007 by Jimmy Kull, the firm offers fee-only financial planning, investment management, tax and estate planning and family office services.
$1.5 billion
Regulatory AUM
As of ADV filing 2026-03-30
1,092
Accounts / Clients
177 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
12
Team Size
employees, 4 advisory
19 yrs
Years Registered
First registered 2007
About Cypress Point Wealth Management
Founded in 2007 by Jimmy Kull, the firm offers fee-only financial planning, investment management, tax and estate planning and family office services.
Office: 3838 Oak Lawn Ave, Suite 1150, Dallas, TX 75219.
Best for: Households of any size wanting fee-only planning with a family office option
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD143771
RegistrationSEC-registered
First registration2007
Regulatory AUM$1.5 billion
ADV filing date2026-03-30
Accounts1,092
Clients177 individual and high-net-worth clients
Employees12
Advisory employees4
Fee modelFee-only per ADV 2A; no commissions or outside compensation
MinimumNo account minimum or fee minimum (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP and CFA named in ADV 2A supplements
Source: SEC Investment Adviser Public Disclosure, CRD 143771, as of ADV filing 2026-03-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Dallas, TX (2026): rank 1 of 10
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