CYPRESS FINANCIAL PLANNING, LLC of HADDON HEIGHTS, NJ is an SEC-registered investment adviser (CRD 151014). Regulatory assets under management: $490.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Evan Powers | PRINCIPAL AND FINANCIAL PLANNER | Charlottesville, VA |
| Jeffrey Russell Jones | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER; OWNER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER; OWNER, PRINCIPAL AND SENIOR FINANCIAL PLANNER | — |
| Benjamin Jared Pitts | OWNER AND PRINCIPAL | — |
| JONES JEFFREY RUSSELL | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER; OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| PITTS BENJAMIN JARED | OWNER AND PRINCIPAL; OWNER/PRINCIPAL | — |
| POWERS EVAN | OWNER/PRINCIPAL; PRINCIPAL AND FINANCIAL PLANNER | — |
| Michael A. Gawlik | CHIEF INVESTMENT OFFICER | — |
| Kurt Herman Ruoff | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER AND SENIOR FINANCIAL PLANNER | — |
| Bradley James Sorensen | CHIEF INVESTMENT OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CHARLOTTESVILLE | VA | 1 | 434-270-0079 |
| — | — | 1 | (856) 720-0027 |
| — | — | 1 | (856) 720-0027 |