Cypress Financial Planning

Retirement Planning Firm in Charlottesville, VA

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Firm Info
Address: 700 Harris St Suite 201-E, Charlottesville, VA 22903, USA
Phone: (434) 270-0079

Firm Size
Assets Under Management: $249.7 million
# of Advisors: 5
# of Clients: 1,364
Client to Advisor Ratio: 273:1
Average Account Size: $183,085
# of Offices: 4

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Cypress Financial Planning Overview

Cypress Financial Planning is an investment advisory firm that has been in operation since 2018. The company is located in Haddon Heights, NJ and specializes in providing investment advice only. Cypress Financial Planning is a fee-only firm, which means that they do not receive commissions or other forms of compensation for recommending particular investment products. As an investment advisory firm, Cypress Financial Planning offers a range of services to both individuals and small businesses. These include financial planning, portfolio management, and pension consulting services. In addition, the company provides educational seminars and workshops to help clients better understand the complexities of investing and managing their finances. Cypress Financial Planning also offers portfolio management services for businesses or institutional clients. The company's experienced team of advisors uses advanced investment strategies and sophisticated analysis tools to create portfolios that are designed to meet the specific needs and objectives of each client. Additionally, Cypress Financial Planning publishes a variety of periodicals and newsletters to help keep clients informed about important developments in the financial industry and to provide insights into ongoing market trends.

CYPRESS FINANCIAL PLANNING is a distinguished firm that provides exceptional financial planning services to a diverse range of clients. The firm caters to the needs of individuals, high net worth individuals, and charitable organizations. Their financial planning services are tailored to meet the unique needs of each client to help them achieve their financial goals. Whether it's investment management, retirement planning, or estate planning, CYPRESS FINANCIAL PLANNING has the expertise to help clients navigate the complex world of finance. With a track record of success, they have established themselves as a reliable financial planning partner for clients across various industries and backgrounds. CYPRESS FINANCIAL PLANNING offers two main fee structures for their services, depending on the service provided. The first is a percentage of assets under management (AUM), which is commonly used for investment management services. This fee structure charges clients a percentage of the assets that the firm manages on their behalf. This structure incentivizes the firm to grow the client's portfolio, and aligns their interests with the client’s long-term financial goals. The second fee structure is a fixed fee, which is often used for one-time financial planning services. This type of fee charges clients a fixed amount for a specific project or service, regardless of the size of their portfolio. This fee structure allows clients to budget for their financial planning needs, and provides a clear understanding of the expected costs from the outset. Whatever the fee structure, CYPRESS FINANCIAL PLANNING is committed to providing exceptional value to clients through their customized financial planning services.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Cypress Financial Planning does not mention an investment minimum.

How This Office Can Help Charlottesville, VA Residents

Cypress Financial Planning provides comprehensive financial planning services to clients in Charlottesville, VA. Their team of dedicated and experienced financial advisors works closely with clients to develop personalized financial strategies that address their specific needs and goals. They offer services such as retirement planning, investment management, tax planning, and estate planning. Clients in Charlottesville, VA, may be facing various financial situations, such as managing student loan debt, saving for a down payment on a home, or planning for retirement. Cypress Financial Planning's advisors can help clients navigate these challenges by providing customized advice and guidance. They understand the unique financial landscape of Charlottesville, VA, and can provide expertise on topics such as navigating the local housing market or managing a business in the area. With Cypress Financial Planning, clients can feel confident in their financial future and achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Cypress Financial Planning, visit their Part 2 Brochure.

Services Offered by Cypress Financial Planning

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Cypress Financial Planning most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 700 Harris St Suite 201-E, Charlottesville, VA 22903, USA
Phone (434) 270-0079
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Other Office Locations

Firm Headquarters
Firm headquarters location 400 WHITE HORSE PIKE , HADDON HEIGHTS, NJ 8035, United States

Displaying 3 office locations:

State Registrations

Cypress Financial Planning is registered to service clients in the following states:

  • California
  • Delaware
  • Florida
  • New Jersey
  • New York
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

Cypress Financial Planning does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023