Firm
Cypress Financial Planning
Haddon Heights, New Jersey
Fee-only
Cypress Financial Planning at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 7 advisors are listed here; 5 of 7 hold the CFP.
- Its Form ADV reports 7 employees and 427 individual clients, 108 of them high net worth.
- Its average account is about $310,000 (assets it manages divided by its 1,582 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Haddon Heights, New Jersey |
|---|---|
| Website | cypressplanning.com |
| [email protected] | |
| Phone | (856) 720-0027 |
Cypress Financial Planning fees
Cypress Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $490 million |
| Individual clients | 319 |
| High-net-worth clients | 108 |
| Accounts managed | 1,582 |
| Employees | 7 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-112700) |
| Financial planning | Offered |
| Form ADV filed | October 6, 2026 |
| SEC record | CRD 151014 |