A complete list of active advisors currently associated with Cutter Financial Group LLC
Warmer can help you find a great advisor at Cutter Financial Group LLC or one who fits your needs even better.
Cutter Financial Group advises individuals, high-net-worth individuals, trusts, estates and charitable organizations and provides investment and retirement-related planning services, including income planning (Social Security and pension analysis), investment planning, legacy planning, risk management, and advanced tax considerations. The firm offers portfolio management for individual clients and generally charges asset-based advisory fees rather than hourly or fixed fees. The firm follows a risk-first approach focused on clients’ retirement income needs and commonly implements model mutual-fund portfolios provided by a third-party manager, while also using sub‑advisory and third‑party asset management programs when appropriate. Cutter typically manages client accounts on a discretionary basis after a goals-and-needs analysis and may recommend insurance products, including annuities, as part of an overall plan when the firm deems them suitable. Distinctive features include an affiliated insurance agency through which some firm representatives are licensed to sell insurance products and receive commissions and other inducements, and the firm’s disclosed practice of using client endorsements or testimonials and compensated solicitors in its marketing. The brochure also discloses a recent SEC enforcement matter related to disclosure practices concerning annuity compensation that resulted in a final judgment with civil penalties and injunctive relief, and the firm discloses and says it mitigates related conflicts through disclosure, client‑specific analyses and compliance oversight.
To learn more about the advisors currently working at Cutter Financial Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Falmouth, MA
| 19
| |
Falmouth, MA
| 7
| |
Falmouth, MA
| 4
|
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