Paul Palmer Jr, CFP®
Houston, Texas, 77024
Member Since 2006
As independent, fee only CERTIFIED FINANCIAL PLANNERSâ„¢, we save our clients time and help secure their financial futures by providing expert guidance and comprehensive wealth management. We simplify complex financial issues, allowing our clients more time to run their businesses, succeed in their careers and enjoy their lives. As a client you will have financial peace of mind knowing your assets and financial future are in the hands of trusted experts.
My Location
Background Information
Years of Financial Experience
- 24
Education
- Louisiana State University (B.S,)
Certifications and Designations
- CFP®
- CLU®
Association Memberships
- Financial Planning Association
- Certified Financial Planner Practioner
- Houston Estate & Financial Forum
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
- TIAA- Cref
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them semi-annually
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 138612
- Securities Registrations: None
- Insurance Licenses: Life, Long-Term Care, Disability
Company Names
- Registered Investment Advisor: Cypress Advisory Services Ltd., LLP
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View StatementCypress Advisory Services, Ltd., L.L.P. is a Registered Investment Advisor with the Securities and Exchange Commission
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Business Continuity Planning
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, All of our clients\' portfolio are managed tax efficiently from a top down perspective and all of our clients have a full written Investment Policy Statement.
Visit Website - http://www.cypressadvisory.com
