Cypress Financial Planning
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Overview
Cypress Financial Planning operates as a financial advisor company based in Haddon Heights, New Jersey. Cypress Financial Planning manages $234.0 million in assets over 1,178 accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). Cypress Financial Planning has a small team, including 4 financial advisors. Cypress Financial Planning is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets such as equities, options and bonds.
Cypress Financial Planning manages the majority of its accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction choices for the client's account without needing client permission. The company also administers 410 non-discretionary accounts totaling $94.7 million in assets under management. The firm's typical account size is $198,632. The average financial advisor at Cypress Financial Planning administers around 295 client accounts.
Cypress Financial Planning's main office is located at 400 White Horse Pike, Haddon Heights, New Jersey 8035. The company is permitted to provide services to investors throughout 8 states, including California, Delaware, Florida, New Jersey, New York, Pennsylvania, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cypress Financial Planning by the Numbers
$234.0 million
6
1,178
$198.6 thousand
Products and Services
Cypress Financial Planning offers multiple services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. In the past financial year, Cypress Financial Planning provided 251-500 of its accounts with financial planning services. The company does not sell products or offer services other than investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees vary depending on which services the firm provides the client. However, fee types charged by the firm likely include any blend of the following fee structures: asset-based or fixed. The company does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors and high net worth investors. Out of its 1,178 accounts, Cypress Financial Planning's largest client by number of accounts is retail investors, although it also serves 81 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers reside abroad.
- High-Net-Worth Individuals* - 22.38%
- Other Individuals - 77.62%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cypress Financial Planning does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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