Brandon
Ratzlaff
Cypress Point Wealth Management, LLC
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About this Advisor
Brandon Ratzlaff is a certified financial planner working in Dallas, Texas with 7 years of industry experience. Ratzlaff is an advisor for Cypress Point Wealth Management, LLC. The advisor has gained experience at Carter Advisory Service, Raymond James Financial Services Advisors, Inc, Carter Financial Management, Cypress Point Wealth Management, LLC, Southern Methodist University, Texas Tech University and Income Lab Academic Research Council. Ratzlaff has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Cypress Point Wealth Management, LLC is a registered investment company operating out of Dallas, TX. The company has a total of 21 advisors. It oversees $616 million in assets between its 879 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 879 client accounts, 69% belong to high-net-worth individuals who have at least $1 million in investable assets. Cypress Point Wealth Management, LLC has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fees billed by Cypress Point Wealth Management, LLC can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cypress Point Wealth Management, LLC Brokerage Details
$615,938,432
21
879
$700,726
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brandon Ratzlaff Work History
Brandon has been registered as a financial advisor for 7 years.*
Southern Methodist University
Texas Tech University
Income Lab Academic Research Council
Cypress Point Wealth Management, LLC
Raymond James Financial Services Advisors, Inc
Carter Advisory Service
Carter Financial Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Ratzlaff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cypress Point Wealth Management, LLC
Dallas, TX
Dallas, TX
Dallas, TX
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
