This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$490MItem 5.F on the latest filing (2026-07-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$343M

Private client RAUM

$486MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$70.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

6

Offices

3Schedule D 1.F, beyond the principal office

Accounts

1,582

Individual clients

319

High net worth clients

108

SEC number

801-112700

CIK

1937021

CRD

151014

Filings on the tape

25

First filed

Feb 24, 2018

Latest filed

Jul 21, 2026

Organised

Limited Liability Company, NJ

Website

cypressplanning.com

• Occurred

  Apr 13, 2022
  Advisor changed firm

  Benjamin Jared Pitts left Cypress Financial Planning for Myfinancialanswers (registered 2017-07-24)

  Form ADVobserved 6 days ago
• Occurred

  Feb 24, 2018
  First Form ADV filing

  Cypress Financial Planning filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:573be4dd-8fba-1d24-1105-1367e320875f

First observed

Feb 24, 2018

Last observed

Jul 21, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.