CYPRESS FINANCIAL PLANNING

400 White Horse Pike
Haddon Heights, New Jersey 08035
Tel: (856) 720-0029

About CYPRESS FINANCIAL PLANNING

CYPRESS FINANCIAL PLANNING, formally registered with the SEC as CYPRESS FINANCIAL PLANNING. The firm was established in 03/26/2018. They have over 3 offices throughout the country.

CYPRESS FINANCIAL PLANNING is a Haddon Heights, New Jersey based Financial Planning firm with nearly $307,722,615 assets under management, offering retirement planning & investment advisory services to 1309 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151014
SEC#	801-112700
Assets Managed by Firm	$307,722,615
No. of Clients	1309
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1309	$307,722,615
Individuals (other than high net worth individuals)	305	$123,859,737
High net worth individuals	85	$183,141,609
Charitable organizations	Fewer than 5 clients	$721,269

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