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- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2006
- Office Locations
- 1
Office Locations
About Cutter Financial Group LLC
Cutter Financial Group is a Massachusetts-based retirement-focused wealth manager helping current and soon-to-be retirees transition from accumulation to distribution. The team builds comprehensive retirement systems spanning downside-risk-mitigation investment strategies, advanced tax and Social Security income planning, and legacy planning. Founded by CPA/PFS Jeff Cutter, a 25+ year retirement specialist featured in major media.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY THOMAS CUTTER
Chief Compliance Officer, Managing Member, Owner, President
- CRD
- #4733298
- Ownership
- 50% but less than 75%
JILL CUTTER
Office Manager
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Jennifer Elizabeth Farrington
Investment Advisor Representative
- CRD
- #7015578
Ethan M Kapsambelis
Investment Advisor Representative
- CRD
- #7419032
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,940,062 | $179,141 |
| Non-Discretionary | $0 | -- |
| Total | $216,940,062 | $179,141 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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