Cutler Investment Group

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Client assets under management

$982,771,992

Clients

949

39% high-net worth

Advisors

of 24 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Low

Average account size

$1,035,587

Client services

Financial planning Portfolio management Pension consulting

Main office location

Cutler Investment Group

525 Bigham Knoll

Jacksonville OR 97530, United States

Number of offices

Most active in

Alaska · Arizona · California · Colorado · Florida · Hawaii · Louisiana · Nebraska · Nevada · New Hampshire · Oregon · Texas · Utah · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 541-770-9000

Advisors at this firm

Erich P

Series 65

Bellevue, WA

Cutler Investment Group

Madison R

Series 65

Jacksonville, OR

Cutler Investment Group

Christopher W

Series 66

Newport Beach, CA

Cutler Investment Group

Christopher H

CFP®, Series 66

Newport Beach, CA

Cutler Investment Group

Nicholas S

Series 65

Bellevue, WA

Cutler Investment Group

Susan N

CFP®, Series 63, Series 66

Irvine, CA

Cutler Investment Group

Jennifer L

CFP®, Series 65

Jacksonville, OR

Cutler Investment Group

Tingwei C

CFP®

Bellevue, WA

Cutler Investment Group

Brook A

CFP®, Series 65

Bellevue, WA

Cutler Investment Group

Dean R

Series 66

Jacksonville, OR

Cutler Investment Group

Brooke A

Series 65

Bellevue, WA

Cutler Investment Group

Ryan S

Series 63, Series 65

Anchorage, AK

Cutler Investment Group

Alexander L

Series 65

Anchorage, AK

Cutler Investment Group

Matthew P

Series 65

Jacksonville, OR

Cutler Investment Group

Joseph L

CFA®, Series 63

Newport Beach, CA

Cutler Investment Group

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