Benjamin Jared Pitts
Investment adviser representative at Cypress Financial Planning
11 yearsExperience
3 statesRegistered in
$490.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cypress Financial PlanningMay 2012 to now
- TifinMay 2021 to Jul 2023
- Picwell, IncApr 2019 to Apr 2021
- Myfinancialanswers, LLCAug 2014 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 3 states (CO, NJ, TX).
Cypress Financial Planning
Legal name: Cypress Financial Planning, LLC
$490.4MAssets managed
432Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5549495
- Firm CRD
- 151014