Cypress Financial Planning fees and pricing
Financial planner in Haddon Heights, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 11, 2026, Cypress Financial Planning charges a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$5,000
“Compensation – Financial Planning Financial Planning fees will be charged as a fixed fee, typically ranging from $1,500 - $5,000, depending on the nature and complexity of each client’s circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cypress Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All financial planning fees are due in arrears, upon presentation of the financial plan.”
- “Fees for pension consulting services are generally payable quarterly in advance. 11 Calculation and Payment The specific manner in which we charge fees is established in a client’s written agreement with us.”
- “Clients may elect to be invoiced directly for fees or to authorize us to directly debit fees from client accounts.”
How Cypress Financial Planning’s fees compare
- Its flat or project fee of $1,500-$5,000 is below the New Jersey median of $5,000. 38% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Cypress Financial Planning
“To this end, we offer a holistic approach to your finances including retirement planning, tax planning, insurance planning, education planning, business ownership concerns, intergenerational support, and estate management solutions.”
- Firm size: 7 employees.
- Credentials named in the brochure: EA.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Business owners
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Minimum
- $1,000 minimum fee (stated in brochure)
- Clients
- 427
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $490,443,121
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151014
- Phone
- (856) 720-0027
Can advise clients in 10 states: California, Colorado, Delaware, Florida, North Carolina, New Jersey, New York, Pennsylvania, Texas, Virginia
Other planners in Haddon Heights that publish fees
- Webb Financial Planning LLCHaddon Heights$250/hr, $625-$2,500/qtr
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.