HADDON HEIGHTS, NJCRD 151014Latest ADV March 17, 2026
Cypress Financial Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Haddon Heights, NJ. Its latest Form ADV filing, dated March 17, 2026, reports $490M in regulatory assets under management, 7 employees, 3 offices, and 1,582 accounts.
Assets Under Management
$490M
Employees
7
Offices
3 offices
Total Clients
432
Primary office
HADDON HEIGHTS, NJ
400 WHITE HORSE PIKE, HADDON HEIGHTS, NJ, United States
Top client segmentIndividuals represent 73.8% of total clients.
Top client categories% of clientsClients
1
Individuals
73.8%
319
2
HNWI
25.0%
108
3
Pension Plans
1.2%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$490Mas of March 17, 2026
Discretionary69.8%
$343M
70% of total RAUM69.8%
Non-discretionary30.2%
$148M
30% of total RAUM30.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$490M
Total Accounts1,582
10Y AUM Change+$390M (+390.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee62:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.