Evan Powers
Cypress Financial Planning · Charlottesville, Virginia
Evan Powers is a fee-only financial advisor at Cypress Financial Planning in Charlottesville, Virginia, who holds the CFP credential. Cypress Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cypress Financial Planning |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $490.4M across 1,582 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, TX, VA · CRD 4831926 |
| Exams passed | Series 65 (2013) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cypressplanning.com |
How Evan's firm compares
- Cypress Financial Planning's average account is about $310,000, from its Form ADV (assets managed divided by 1,582 accounts).
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Questions about Evan
Is Evan Powers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan 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 Evan charge for financial advice?
Evan's firm, Cypress Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Evan Powers based?
Evan Powers is based in Charlottesville, Virginia.
What credentials does Evan Powers hold?
Evan Powers holds the CFP credential.
Is Evan Powers registered with the SEC?
Yes. Evan Powers is registered as an investment adviser representative in NJ, TX and VA (CRD 4831926), 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 Evan Powers?
Through Evan's website, www.cypressplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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.
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