James Whalen
Cypress Financial Planning · Garnet Valley, Pennsylvania
James Whalen is a fee-only financial advisor at Cypress Financial Planning in Garnet Valley, Pennsylvania, 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 | Garnet Valley, Pennsylvania |
| 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, PA, TX · CRD 5876202 |
| Exams passed | Series 66 (2012) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cypressplanning.com |
How James'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 James
Is James Whalen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Cypress Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Whalen based?
James Whalen is based in Garnet Valley, Pennsylvania.
What credentials does James Whalen hold?
James Whalen holds the CFP credential.
Is James Whalen registered with the SEC?
Yes. James Whalen is registered as an investment adviser representative in NJ, PA and TX (CRD 5876202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 James Whalen?
Through James's website, www.cypressplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Pennsylvania
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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