Carey Mccrady is a CFP-designated registered investment advisor at Cypress Wealth Services, LLC, based in Mesa, AZ, with 9 years of industry experience. Carey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 836 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees will not exceed 1.50% annually and are negotiable at the sole discretion of the firm. Certain clients may have a fixed annual fee or fixed rate fee.
Fee Estimator
Location
Mesa, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cypress Wealth Services, LLC
Previous Registrations
Watts Gwilliam & Company, LLC
Csm Financial Planning
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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