Cypress Financial Planning

Retirement Planning Firm in Camden County, NJ

Firm Info
Address: 400 White Horse Pike, Haddon Heights, NJ 08035, USA
Phone: (856) 720-0029

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)

Get Connected with a Financial Advisor

* required fields

Cypress Financial Planning Overview

Cypress Financial Planning is an investment advisory firm that has been in business since 2018. With its headquarters situated in Haddon Heights, NJ, the firm offers fee-only services, which means that clients only pay for advice and not for any commission-based products. As an investment advice-only firm, the team at Cypress Financial Planning focuses solely on providing clients with investment advice strategies that are tailored to their individual needs. The firm's core services include financial planning and portfolio management for individuals and small businesses. In addition, they also offer portfolio management and pension consulting services for businesses and institutional clients. Those who wish to stay current with market trends can sign up for their publication of periodicals or newsletters. Cypress Financial Planning also organizes educational seminars and workshops to enlighten clients on investment practices and to help them make informed decisions. Cypress Financial Planning prides themselves on being a client-focused firm, offering objective and unbiased investment advice. With their passion for going above and beyond, clients can expect to receive individualized and tailored service. Overall, Cypress Financial Planning is a reputable investment advisory firm that offers fee-only services and brings energy and innovation to its client relationships.

Cypress Financial Planning is known for serving a diverse pool of clients. Their expertise in financial planning caters to various types of individuals, including those with million-dollar assets or high net worth. Cypress also provides exceptional financial management services for charitable organizations with varying budgets. They understand that every client has specific needs and requirements, allowing them to develop strategic planning according to their clienteles' individual circumstances. Cypress Financial Planning offers flexible fee structures depending on the services provided. Their fees are based on the percentage of Assets Under Management (AUM) in some of their services. They charge fixed fees for services such as hourly consultations, financial planning projects, and tax planning assistance. Cypress aims to deliver competitive service fees while maintaining effective practices to ensure the clients' benefits. Cypress's expertise in financial planning allows them to offer a wide range of fees to cater to their clients' unique needs. The fees vary depending on the service type and are transparent from the start of the engagement.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Cypress Financial Planning does not mention any investment minimums.

How This Office Can Help Camden County, NJ Residents

Cypress Financial Planning is an independent financial advisory firm that helps clients in Camden County, NJ, establish and achieve their financial goals. The firm provides personalized and comprehensive financial planning services, which include retirement planning, investment management, estate planning, tax planning, and risk management. Clients in Camden County, NJ, might be facing different financial situations, such as managing debt, saving for college education, planning for retirement, or protecting their assets. Cypress Financial Planning offers customized solutions to address these and other financial concerns. With a thorough understanding of clients' unique needs and goals, the firm develops personalized financial plans that are designed to help clients achieve their objectives. Furthermore, the firm offers ongoing support and guidance to ensure that clients stay on track to meet their financial goals and adapt to any changes in their circumstances. Overall, Cypress Financial Planning helps clients in Camden County, NJ, navigate the complex financial landscape and achieve their financial objectives with confidence.

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 400 White Horse Pike, Haddon Heights, NJ 08035, USA
Phone (856) 720-0029
Google My Business Reviews:
5 Stars

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