CYPRESS FINANCIAL PLANNING

Legal name: CYPRESS FINANCIAL PLANNING, LLC

CRD 151014File 801-112700

APPROVED

Retail clients

Filing as of Jul 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$490.4M

Above cohort median (national)

Discretionary AUM

$342.5M

Non-discretionary $147.9M

Clients

432

1,582 accounts

Employees

Above cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Mar 26, 2018
Principal office: 400 WHITE HORSE PIKE, HADDON HEIGHTS, NJ, 08035
Phone: (856) 720-0027
Website: https://www.linkedin.com/company/cypress-financial-planning/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $490.4M
Discretionary AUM: $342.5M
Non-discretionary AUM: $147.9M
Discretionary accounts: 1,170
Non-discretionary accounts: 412
Total accounts: 1,582
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$846K
High net worth individuals	108	$304.6M
Pension and profit sharing plans	5	$3.5M
Individuals (other than high net worth individuals)	319	$181.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.