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CYPRESS FINANCIAL PLANNING

HADDON HEIGHTS, NJ · CRD 151014 · IAPD ↗ · cypressplanning.com · (856) 720-0027

$490.4MRegulatory AUM
6Advisory reps
7Employees
53Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — CYPRESS FINANCIAL PLANNING notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2025 — CYPRESS FINANCIAL PLANNING added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — CYPRESS FINANCIAL PLANNING reported RAUM up 28% ($307.7M -> $395.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
February 2024 — CYPRESS FINANCIAL PLANNING reported RAUM up 32% ($234.0M -> $307.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.