Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new jersey > haddon heights > CYPRESS FINANCIAL PLANNING
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 |
More Retirement Planning firms in Haddon Heights, New Jersey:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $702,387,082,915 | 1093486 | 12701 | |
| $691,908,159,462 | 1840565 | 61 | |
| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 |
Explore More Retirement Advisors in Haddon Heights, New Jersey