Kurt Ruoff is a CFP-designated registered investment advisor at Cypress Financial Planning, based in Haddon Heights, NJ, with 16 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 424 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.92% |
| $3.0M - $4.0M | 0.79% |
| $4.0M - $5.0M | 0.66% |
| $5.0M - $7.5M | 0.54% |
| $7.5M+ | 0.39% |
Fees, account minimums and payment terms are negotiable depending on client's unique situation.
Fee Estimator
Location
400 White Horse Pike, Haddon Heights, NJ, 08035
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kurt is a 25% owner of Ruoff Associates, LLC, a real estate investment company, since 2019. He spends a few hours per week researching, purchasing, rehabbing, renting, and managing investment real estate properties.
Employment History
Current Registrations
Cypress Financial Planning
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
TD Wealth Management Services INC.
TD Wealth Management Services INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.