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CFP
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CFP

Mary Clark

Cypress Capital
17 Years of Experience
Tallahassee, FL
Broker
View SEC Summary
View SEC Summary

Mary Clark is a CFP-designated registered investment advisor at Cypress Capital, based in Tallahassee, FL, with 17 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 281 clients with $140M in assets under management.

Cypress Capital
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
281 clients
Average Client Portfolio
$510K average
Assets Under Management
$143.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable up to 2.00% of assets under management. Third-party programs such as LPL sponsored programs have separate maximum fee caps ranging up to 2.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1415 Piedmont Dr E Ste 1, Tallahassee, FL, 32308

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mary is involved in several business activities, including Clark Welding LLC, Thirsty Running J Cattle Company LLC, and Cypress Capital. She dedicates nearly full-time hours to Cypress Capital and Independent Advisor Alliance, and minimal time to other ventures like notary services and tax/investment entities.

Employment History
Current Registrations
Cypress Capital
May 2025 - Present · 1 yr 5 mos
LPL Financial LLC
February 2021 - Present · 5 yrs 8 mos
LPL Financial LLCBroker
October 2016 - Present · 10 yrs
Previous Registrations
Independent Advisor Alliance, LLC
April 2019 - May 2025 · 6 yrs 1 mo
Independent Financial Partners
October 2016 - April 2019 · 2 yrs 6 mos
Allen, Mooney & Barnes Investment Advisors, LLC
August 2010 - October 2016 · 6 yrs 2 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
June 2010 - October 2016 · 6 yrs 4 mos
Centaurus Financial, INC.Broker
January 2009 - June 2010 · 1 yr 5 mos
State Registrations10 states
ALFLGAMSMTNCOHPASCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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