# Benjamin Pitts

> Benjamin Pitts is a fee-only financial advisor at Cypress Financial Planning in Haddon Heights, New Jersey. Cypress Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/benjamin-pitts/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cypress Financial Planning
- **Based in:** Haddon Heights, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $490.4M across 1,582 accounts
- **CRD:** 5549495 (https://adviserinfo.sec.gov/individual/summary/5549495)
- **SEC registration:** Investment adviser representative in CO, NJ, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.cypressplanning.com

## Frequently asked questions

### Is Benjamin Pitts a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Cypress Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Benjamin charge for financial advice?

Benjamin's firm, Cypress Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Benjamin Pitts based?

Benjamin Pitts is based in Haddon Heights, New Jersey.

### Is Benjamin Pitts registered with the SEC?

Yes. Benjamin Pitts is registered as an investment adviser representative in CO, NJ and TX (CRD 5549495), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cypress Financial Planning manage?

Cypress Financial Planning reports $490.4M across 1,582 accounts in assets under management.

### How do I contact Benjamin Pitts?

Through Benjamin's website, www.cypressplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5549495): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.