# CYPRESS FINANCIAL PLANNING, LLC

CYPRESS FINANCIAL PLANNING, LLC of HADDON HEIGHTS, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 151014
- Type: SEC-registered investment adviser
- SEC file number: 801-112700
- Location: 400 WHITE HORSE PIKE, HADDON HEIGHTS, NJ, 08035
- Phone: (856) 720-0027
- Latest filing: 2026-07-21
- Regulatory AUM: $490.4M
- Discretionary AUM: $342.5M
- Non-discretionary AUM: $147.9M
- Clients: 7
- Accounts: 1,582

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (9)

| 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 | — |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHARLOTTESVILLE | VA | 1 | 434-270-0079 |
| — | — | 1 | (856) 720-0027 |
| — | — | 1 | (856) 720-0027 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151014/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151014/similar
- Related entities: https://search.stillhousedata.com/firm/151014/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151014

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.