| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Jared Pitts Control | Owner And Principal | 5-10% | 2012 |
| Evan Powers Control | Principal And Financial Planner | 10-25% | 2016 |
| Jeffrey Russell Jones Control | Owner, Principal And Chief Compliance Officer | Over 75% | 2009 |
Cypress Financial Planning, LLC reports $395 million in regulatory assets under management on its Form ADV.
Cypress Financial Planning, LLC reports 7 employees.
Cypress Financial Planning, LLC is based in Haddon Heights, NJ and has been SEC-registered since 2018.
Cypress Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 400 White Horse Pike, Haddon Heights, NJ 08035 |
| Phone | (856) 720-0027 |
| Fax | (856) 432-1522 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1937021 |
| Discloses disciplinary history | No |
| Discretionary | $255.2M |
| Non-discretionary | $139.8M |
| Total (RAUM) | $395M |