CYPRESS FINANCIAL PLANNING, LLC
Legal name: CYPRESS FINANCIAL PLANNING
CRD #151014 SEC #801-112700 HADDON HEIGHTS, NJ (856) 720-0029
SEC Registered
Total AUM
$395M
Discretionary
$255.2M
Employees
7
Clients
251
Accounts
1,509
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $395M | $255.2M | $139.8M | 7 | 77 |
| Oct 2025 | $395M | $255.2M | $139.8M | 7 | 77 |
| Jun 2025 | $395M | $255.2M | $139.8M | 7 | 77 |
| Mar 2025 | $395M | $255.2M | $139.8M | 7 | 77 |
| Sep 2024 | $307.7M | $187M | $120.7M | 6 | 11 |
| Jan 2024 | $307.7M | $187M | $120.7M | 6 | 11 |
| Aug 2023 | $234M | $139.3M | $94.7M | 6 | 16 |
| Feb 2023 | $234M | $139.3M | $94.7M | 6 | 16 |
| Nov 2022 | $249.7M | $147.9M | $101.9M | 6 | 17 |
| Jul 2022 | $249.7M | $147.9M | $101.9M | 6 | 17 |
| Feb 2022 | $249.7M | $147.9M | $101.9M | 6 | 17 |
| Jul 2021 | $198.6M | $113.9M | $84.8M | 5 | 13 |
| Feb 2021 | $198.6M | $113.9M | $84.8M | 5 | 13 |
| Jan 2021 | $151M | $79M | $72M | 5 | 17 |
| Jun 2020 | $151M | $79M | $72M | 5 | 17 |
| Jan 2020 | $151M | $79M | $72M | 5 | 17 |
| Nov 2019 | $113.5M | $64.4M | $49.1M | 5 | 11 |
| Jan 2019 | $113.5M | $64.4M | $49.1M | 5 | 11 |
| Jan 2019 | $100.1M | $53.1M | $47M | 5 | 5 |
| Feb 2018 | $100.1M | $53.1M | $47M | 5 | 5 |
DateNov 2025
Total AUM$395M
Discretionary$255.2M
Non-Disc.$139.8M
Employees7
Clients77
DateOct 2025
Total AUM$395M
Discretionary$255.2M
Non-Disc.$139.8M
Employees7
Clients77
DateJun 2025
Total AUM$395M
Discretionary$255.2M
Non-Disc.$139.8M
Employees7
Clients77
DateMar 2025
Total AUM$395M
Discretionary$255.2M
Non-Disc.$139.8M
Employees7
Clients77
DateSep 2024
Total AUM$307.7M
Discretionary$187M
Non-Disc.$120.7M
Employees6
Clients11
DateJan 2024
Total AUM$307.7M
Discretionary$187M
Non-Disc.$120.7M
Employees6
Clients11
DateAug 2023
Total AUM$234M
Discretionary$139.3M
Non-Disc.$94.7M
Employees6
Clients16
DateFeb 2023
Total AUM$234M
Discretionary$139.3M
Non-Disc.$94.7M
Employees6
Clients16
DateNov 2022
Total AUM$249.7M
Discretionary$147.9M
Non-Disc.$101.9M
Employees6
Clients17
DateJul 2022
Total AUM$249.7M
Discretionary$147.9M
Non-Disc.$101.9M
Employees6
Clients17
DateFeb 2022
Total AUM$249.7M
Discretionary$147.9M
Non-Disc.$101.9M
Employees6
Clients17
DateJul 2021
Total AUM$198.6M
Discretionary$113.9M
Non-Disc.$84.8M
Employees5
Clients13
DateFeb 2021
Total AUM$198.6M
Discretionary$113.9M
Non-Disc.$84.8M
Employees5
Clients13
DateJan 2021
Total AUM$151M
Discretionary$79M
Non-Disc.$72M
Employees5
Clients17
DateJun 2020
Total AUM$151M
Discretionary$79M
Non-Disc.$72M
Employees5
Clients17
DateJan 2020
Total AUM$151M
Discretionary$79M
Non-Disc.$72M
Employees5
Clients17
DateNov 2019
Total AUM$113.5M
Discretionary$64.4M
Non-Disc.$49.1M
Employees5
Clients11
DateJan 2019
Total AUM$113.5M
Discretionary$64.4M
Non-Disc.$49.1M
Employees5
Clients11
DateJan 2019
Total AUM$100.1M
Discretionary$53.1M
Non-Disc.$47M
Employees5
Clients5
DateFeb 2018
Total AUM$100.1M
Discretionary$53.1M
Non-Disc.$47M
Employees5
Clients5