Cypress Financial Planning

CRD 151014 · Haddon Heights, NJ · $490.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 151014
SEC number: 801-112700
Firm type: RIA
Assets under management: $490.4M as of Jun 26, 2026
Website: www.cypressplanning.com ↗
Phone: (856) 720-0027
Address: 400 White Horse Pike, Haddon Heights, NJ, 08035

Advisors at this firm

7 in our index · page 1 of 1

David Allen ArmbrusterCRD 6941453 · Haddon Heights, NJ

IA Registered
Thomas Patrick DevineCRD 7962455 · Haddon Heights, NJ

IA Registered
Jeffrey Russell JonesCRD 5348132 · Haddon Heights, NJ

IA Registered
Benjamin Jared PittsCRD 5549495 · Broomfield, CO

IA Registered
Evan N/M/I PowersCRD 4831926 · Charlottesville, VA

IA Registered
Kurt Herman RuoffCRD 5432756 · Haddon Heights, NJ

IA RegisteredRegistration inactive
James R WhalenCRD 5876202 · Garnet Valley, PA

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.