← Back to searchVisit website
CYPRESS FINANCIAL PLANNING
CYPRESS FINANCIAL PLANNING, LLC
CRD 151014 · SEC 801-112700
400 WHITE HORSE PIKE, HADDON HEIGHTS, NJ, 08035, United States
Phone
(856) 720-0027
Fax
(856) 432-1522
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$490.4M
Discretionary AUM
$342.5M
Team
7 total employees; 6 advisory reps; 53 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 319 | $181.5M |
| High net worth individuals | 108 | $304.6M |
| Pension/profit sharing plans | 5 | $3.5M |
States served
CA, CO, DE, NJ, NY, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD