Cypress Financial Planning
Firm details
- Headquarters
- Haddon Heights, New Jersey
- CRD number
- 151014
- Registered since
- March 26, 2018
- Website
- www.cypressplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.11%
- Individuals37%
- Pension & Profit Sharing Plans0.72%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cypress Financial Planning is an independent RIA organized as an LLC and registered with the SEC in 2018. The firm serves both individual/family and institutional clients and bills primarily as a percentage of assets under management with some fixed-fee engagements. Its advisory capabilities include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Ownership is listed as an individual, and the firm is not positioned as a capital allocator. The firm's stated approach blends managed portfolios and planning services; public funds (mutual funds and ETFs) are central to how portfolios are constructed, while selected third-party alternative managers are used to add exposure in nontraditional areas.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities11%
- Investment Grade Corp Bonds11%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 9
James Whalen
Director of Client RelationsCRD 5876202
Jeffrey Jones
Owner & PrincipalCRD 5348132
David Armbruster
Financial PlannerCRD 6941453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$362M in ETFs
87%
$316M
9%
$46M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $42.4M | 55,415 | 11.71% |
Location
Haddon Heights, NJ
Camden
Location
Haddon Heights, NJ
Headquartered in Haddon Heights, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Camden
- Address
- 400 White Horse Pike
- Time zone
- ET (UTC-5)
- Office locations
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