Cypress Financial Planning, LLC
● SEC registered since 2018CRD 151014SEC# 801-112700Haddon Heights, NJ
Reg. AUM
$490.4M
Employees
7
Accounts
1,582
Location
Haddon Heights, NJ
Cypress Financial Planning, LLC assets under management
Cypress Financial Planning, LLC operates as an SEC-registered investment adviser based in Haddon Heights, NJ. The firm has been registered since 2018. It reports $490.4 million in regulatory assets under management and employs 7 people.
Cypress Financial Planning, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Jared Pitts Control | Owner And Principal | 5-10% | 2012 |
| Bradley James Sorensen | Chief Investment Officer | Under 5% | 2026 |
| Evan Powers Control | Principal And Financial Planner | 10-25% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Cypress Financial Planning, LLC manage?
Cypress Financial Planning, LLC reports $490.4 million in regulatory assets under management on its Form ADV.
How many employees does Cypress Financial Planning, LLC have?
Cypress Financial Planning, LLC reports 7 employees.
Where is Cypress Financial Planning, LLC located?
Cypress Financial Planning, LLC is based in Haddon Heights, NJ and has been SEC-registered since 2018.
Does Cypress Financial Planning, LLC disclose fund performance?
Cypress Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$490.4M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$490.4Mregulatory AUM
Discretionary $342.5MNon-discretionary $147.9M