Cypress Financial Planning
Firm details
- Headquarters
- Haddon Heights, New Jersey
- CRD number
- 151014
- Registered since
- March 26, 2018
- Website
- www.cypressplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.11%
- Individuals37%
- Pension & Profit Sharing Plans0.72%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cypress Financial Planning is an independent, SEC-registered limited liability company that provides advisory services to both individuals/families and institutional clients. The firm has been registered with the SEC since 2018 and is individually owned. Its revenue model combines percentage-of-AUM fees with fixed-fee engagements. Core offerings include comprehensive financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients, along with pension consulting services. The firm does not identify as an active ESG investor and does not serve as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities11%
- Investment Grade Corp Bonds11%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Michael Gawlik
Chief Investment OfficerCRD 4359114
Contacts
3 of 8
Kurt Ruoff
Financial PlannerCRD 5432756
James Whalen
Director of Client RelationsCRD 5876202
Jeffrey Jones
Owner & PrincipalCRD 5348132
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$384M in ETFs
88%
$339M
8%
$44.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $41.3M | 55,110 | 10.75% |
Location
Haddon Heights, NJ
Camden
Location
Haddon Heights, NJ
Headquartered in Haddon Heights, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Camden
- Address
- 400 White Horse Pike
- Time zone
- ET (UTC-5)
- Office locations
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