Benjamin Pitts
Cypress Financial Planning · Haddon Heights, New Jersey
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.
Request an introduction to Benjamin →
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 | $490.4M across 1,582 accounts |
| SEC registration | Investment adviser representative in CO, NJ, TX · CRD 5549495 |
| Exams passed | Series 66 (2009) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cypressplanning.com |
| Profile |
How Benjamin's firm compares
- Cypress Financial Planning's average account is about $310,000, from its Form ADV (assets managed divided by 1,582 accounts).
Request an introduction to Benjamin
Tell Benjamin a little about what you're looking for. Benjamin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Benjamin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Haddon Heights
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.