CYPRESS FINANCIAL PLANNING LLC

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Cypress Financial Planning is based out of Haddon Heights. Cypress Financial Planning is a large advisory firm with 326 clients and discretionary assets under management (AUM) of $147,852,323 (Form ADV from 2022-07-08). Their last reported 13F filing for Q2 2022 included $145,910,000 in managed 13F securities and a top 10 holdings concentration of 78.71%. Cypress Financial Planning's largest holding is Vanguard Intermediate-Term Corporate Bond ETF with shares held of 369,835. Whalewisdom has at least 1 13F filings

06/30/2022

Top Sells (13F)

  • Name% Change

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 3.13%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CYPRESS FINANCIAL PLANNING
400 WHITE HORSE PIKE
HADDON HEIGHTS NJ    08035
Country: United States
Business Phone: 856-720-0029
Fax: 856-432-1522
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 122,896,000
Total Number of Clients: 326
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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CYPRESS FINANCIAL PLANNING, LLC

ownership team - last updated 2022-02-14
Name Title Start Date Direct/Indirect % Ownership
POWERS, EVAN OWNER/PRINCIPAL 12/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL direct 2016-12-01
JONES, JEFFREY, RUSSELL OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER 01/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2009-01-01
PITTS, BENJAMIN, JARED OWNER/PRINCIPAL 05/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL direct 2012-05-01

CYPRESS FINANCIAL PLANNING, LLC

ownership team - last updated 2021-07-07
Name Title Start Date Direct/Indirect % Ownership
POWERS, EVAN OWNER/PRINCIPAL 12/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL direct 2016-12-01
JONES, JEFFREY, RUSSELL OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER 01/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2009-01-01
PITTS, BENJAMIN, JARED OWNER/PRINCIPAL 05/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL direct 2012-05-01

CYPRESS FINANCIAL PLANNING, LLC

ownership team - last updated 2021-02-04
Name Title Start Date Direct/Indirect % Ownership
POWERS, EVAN OWNER/PRINCIPAL 12/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL direct 2016-12-01
JONES, JEFFREY, RUSSELL OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER 01/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2009-01-01
PITTS, BENJAMIN, JARED OWNER/PRINCIPAL 05/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL direct 2012-05-01

CYPRESS FINANCIAL PLANNING, LLC

ownership team - last updated 2020-06-24
Name Title Start Date Direct/Indirect % Ownership
POWERS, EVAN OWNER/PRINCIPAL 12/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL direct 2016-12-01
JONES, JEFFREY, RUSSELL OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER 01/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2009-01-01
PITTS, BENJAMIN, JARED OWNER/PRINCIPAL 05/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL direct 2012-05-01

CYPRESS FINANCIAL PLANNING, LLC

ownership team - last updated 2020-01-23
Name Title Start Date Direct/Indirect % Ownership

CYPRESS FINANCIAL PLANNING, LLC

ownership team - last updated 2019-11-11
Name Title Start Date Direct/Indirect % Ownership
POWERS, EVAN OWNER/PRINCIPAL 12/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL direct 2016-12-01
JONES, JEFFREY, RUSSELL OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER 01/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2009-01-01
PITTS, BENJAMIN, JARED OWNER/PRINCIPAL 05/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL direct 2012-05-01

CYPRESS FINANCIAL PLANNING, LLC

ownership team - last updated 2019-01-31
Name Title Start Date Direct/Indirect % Ownership
POWERS, EVAN OWNER/PRINCIPAL 12/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL direct 2016-12-01
JONES, JEFFREY, RUSSELL OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER 01/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2009-01-01
PITTS, BENJAMIN, JARED OWNER/PRINCIPAL 05/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CYPRESS FINANCIAL PLANNING, LLC OWNER/PRINCIPAL direct 2012-05-01

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