CYPRESS FINANCIAL PLANNING
CYPRESS FINANCIAL PLANNING, LLC Legal Name
Adviser information for CYPRESS FINANCIAL PLANNING last updated from Form ADV on January 24th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | New Jersey, United States |
Employees
Total Number of Employees | 6 |
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Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 893 | $187.0M |
Non-Discretionary | 416 | $120.7M |
Total | 1,309 | $307.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 305 | $123.9M |
HNW Individuals | 85 | $183.1M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $721,269 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 11 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 251-500 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
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Compensation | % of AUMFixed fees |
Principal Office
400 WHITE HORSE PIKEHADDON HEIGHTS
NJ
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (856) 720-0029, Fax: (856) 432-1522
Chief Compliance Officer
JEFFREY R. JONES
OWNER AND PRINCIPAL
400 WHITE HORSE PIKE
HADDON HEIGHTS
NJ
United States
Tel:
(856) 720-0029
Fax:
(856) 432-1522
J*********@******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
JONES, JEFFREY, RUSSELL | Individual | – | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 01/2009 | > 75% |
PITTS, BENJAMIN, JARED | Individual | – | OWNER AND PRINCIPAL | 05/2012 | 5-10% |
POWERS, EVAN | Individual | – | PRINCIPAL AND FINANCIAL PLANNER | 12/2016 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL C | 291K | 2K | – |
AMAZON COM INC | COM | 1M | 7K | – |
AMERICAN TOWER CORP NEW | COM | 376K | 2K | – |
APPLE INC | COM | 2M | 8K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 4K | – |
CVR PARTNERS LP | COM | 265K | 4K | – |
DISCOVER FINL SVCS | COM | 3M | 22K | – |
DISCOVER FINL SVCS | COM | 981K | – | – |
INNOVATOR ETFS TRUST | INNOVATOR INTER | 296K | 11K | – |
INNOVATOR ETFS TRUST | INTERNATIONAL DV | 338K | 12K | – |
INNOVATOR ETFS TRUST | INTRNL DEV JULY | 210K | 7K | – |
INNOVATOR ETFS TRUST | US EQT PWR BUF | 310K | 9K | – |
INNOVATOR ETFS TRUST | US EQTY BUFR JAN | 270K | 6K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BF | 496K | 14K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 437K | 11K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 521K | 14K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 341K | 10K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 426K | 12K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 373K | 11K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 473K | 13K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 325K | 8K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 238K | 6K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 710K | 19K | – |
ISHARES INC | CORE MSCI EMKT | 2M | 38K | – |
ISHARES TR | CORE DIV GRWTH | 12M | 206K | – |
ISHARES TR | CORE MSCI EAFE | 6M | 87K | – |
ISHARES TR | CORE S&P SCP ETF | 1M | 13K | – |
ISHARES TR | CORE S&P500 ETF | 33M | 60K | – |
ISHARES TR | HDG MSCI EAFE | 328K | 9K | – |
ISHARES TR | IBOXX INV CP ETF | 1M | 10K | – |
ISHARES TR | MSCI EAFE ETF | 710K | 9K | – |
ISHARES TR | NATIONAL MUN ETF | 356K | 3K | – |
ISHARES TR | RUSSELL 2000 ETF | 429K | 2K | – |
ISHARES TR | SP SMCP600VL ETF | 520K | 5K | – |
JOHNSON CTLS INTL PLC | SHS | 340K | 5K | – |
JPMORGAN CHASE & CO. | COM | 215K | 1K | – |
LOCKHEED MARTIN CORP | COM | 1M | 3K | – |
MICROSOFT CORP | COM | 733K | 2K | – |
MORGAN STANLEY | COM NEW | 4M | 40K | – |
MORGAN STANLEY | COM NEW | 1M | – | – |
NETFLIX INC | COM | 787K | 1K | – |
NVIDIA CORPORATION | COM | 300K | 2K | – |
PROCTER AND GAMBLE CO | COM | 265K | 2K | – |
QUALCOMM INC | COM | 424K | 2K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 729K | 11K | – |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 337K | 10K | – |
SPDR S&P 500 ETF TR | TR UNIT | 6M | 11K | – |
SPDR S&P 500 ETF TR | TR UNIT | 272K | 500 | – |
SPDR SER TR | BLOOMBERG SHT TE | 1M | 44K | – |
SPDR SER TR | NUVEEN BLMBRG MU | 776K | 17K | – |
SPDR SER TR | NUVEEN BLMBRG SH | 792K | 17K | – |
SPDR SER TR | PORTFOLIO INTRMD | 426K | 13K | – |
SPDR SER TR | PORTFOLIO S&P500 | 796K | 12K | – |
UNITEDHEALTH GROUP INC | COM | 273K | 537 | – |
VANECK ETF TRUST | FALLEN ANGEL HG | 9M | 312K | – |
VANECK ETF TRUST | HIGH YLD MUNIETF | 374K | 7K | – |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 246K | 3K | – |
VANGUARD INDEX FDS | EXTEND MKT ETF | 16M | 96K | – |
VANGUARD INDEX FDS | GROWTH ETF | 515K | 1K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 13M | 150K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 374K | 747 | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 547K | 2K | – |
VANGUARD INDEX FDS | VALUE ETF | 209K | 1K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 7M | 167K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 858K | 13K | – |
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 20M | 347K | – |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 30M | 381K | – |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 20M | 258K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 8M | 43K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 21M | 421K | – |
VANGUARD WORLD FD | FINANCIALS ETF | 214K | 2K | – |