Benjamin Pitts is a registered investment advisor at Cypress Financial Planning, based in Haddon Heights, NJ, with 12 years of industry experience. Benjamin 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
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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
Benjamin owns and operates Valor Technical Cleaning, a biohazard technical cleaning services business, as CEO since July 2023. This activity takes nearly full-time hours, with a significant portion during trading hours.
Employment History
Current Registrations
Cypress Financial Planning
Previous Registrations
Myfinancialanswers
Cypress Financial Planning
State Registrations3 states
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