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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- PeakSignal
- Established Date
- 07-31-2009
- Office Locations
- 4
Office Locations
About Cypress Financial Planning
Cypress Financial Planning is a fee-only, fiduciary RIA providing personalized financial planning (“Financial Wayfinder”) and ongoing investment advice to keep portfolios aligned with evolving client goals. The team includes CFP professionals. Public filings indicate portfolios are primarily implemented with ETFs and custody includes Charles Schwab—relevant for ETF, model, and portfolio-construction discussions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY RUSSELL JONES
Financial Planner, Owner, PRINCIPAL, SENIOR FINANCIAL PLANNER
- CRD
- #5348132
- Ownership
- 75% or more
EVAN N/M/I POWERS
FINANCIAL PLANNER, PRINCIPAL
- CRD
- #4831926
- Ownership
- 10% but less than 25%
Insight quantum
Meridian prime
- CRD
- #84559
- Ownership
- 5.2%
Showing 2 of 5 owners & executives
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DAVID ALLEN ARMBRUSTER
Investment Advisor
- CRD
- #6941453
THOMAS PATRICK DEVINE
Financial Planner
- CRD
- #7962455
Ridge ridge
Zenith north
- CRD
- #45290
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $342,513,869 | $292,747 |
| Non-Discretionary | $147,929,252 | $359,052 |
| Total | $490,443,121 | $310,015 |
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Separately Managed Accounts
Total SMA Asset: $490,443,121
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $463,755,702 | 8.1% |
| Corporate - Investment Grade | $2,043,960,315 | 35.7% |
| Equity - Exchange | $1,047,744,363 | 18.3% |
| Cash | $973,314,436 | 17.0% |
| U.S. Government/Agency | $1,196,604,219 | 20.9% |
| Total | $5,725,379,035 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH LEGACY | UNISON VITAL | ZPBCRAOI6 | WXJ | 5.21% | $101,066,419 |
| FRONTIER ALPHA | RADIAL EAGLE | FERTK7LOQ | NKEAA | 10.75% | $32,044,251 |
| RADIAL VALUE | SIGNAL GLACIER | 05BLSC4VA | PWMJS | 10.15% | $79,384,876 |
| PRIME FUSION OAK | WAVE VITAL | GTNECKIGA | ABR | 8.11% | $107,382,146 |
| MOMENTUM RADIAL | TIMBER BEACON | PX1NYA5Y5 | PTWJ | 1.78% | $62,495,992 |
| VITAL FUSION TIMBER | ZENITH PEAK | V3UZ1UGY6 | ETNMT | 4.60% | $77,250,835 |
| UNISON OPTIMA EMBER | ELEMENT CAPITAL | C6GJK4TWF | DXKJA | 9.14% | $103,775,538 |
| TIMBER RIDGE ALPHA | SUMMIT VECTOR | 9H5JHKWKH | BMP | 1.46% | $64,142,230 |