A complete list of active advisors currently associated with Cypress Lane Advisors

Warmer can help you find a great advisor at Cypress Lane Advisors or one who fits your needs even better.

The firm provides discretionary investment management and standalone financial planning and consulting to individuals, families, high‑net‑worth clients, trusts, estates, and small business owners, operating under a fiduciary duty. Services include ongoing portfolio supervision and the development of a tailored Investment Plan and comprehensive financial plans. Investment decisions are driven by an asset‑allocation framework with a top‑down macroeconomic overlay, relying primarily on ETFs and no‑load mutual funds while allowing tactical shifts when appropriate. Portfolios are managed on a discretionary basis according to each client’s Financial Profile and may include selective use of individual securities to meet sector or ESG preferences. Notably for a solo independent adviser, the firm discloses the use of leverage and derivatives in client portfolios — it may purchase securities on margin, sell short, and employ options and option strategies in separately managed accounts, practices that are uncommon among peers. The firm also permits limited cryptocurrency exposure (restricted to Bitcoin and Ethereum and capped relative to investable assets) and manages a small, closely held client base with roughly $6 million in discretionary assets, reflecting a personalized “Personal CFO” style of service.

To learn more about the advisors currently working at Cypress Lane Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Alfredo Felicella	Galveston, TX	3

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