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- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 8, 2025 and March 5, 2026, reported AUM increased 1.0%, from $214.7M to $216.9M.
Across 5 reported observations, AUM increased 0.9% between October 31, 2022 and March 5, 2026, from $215.0M to $216.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 521 clients, or 173.7 clients per representative. That equates to $416.4K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JEFFREY THOMAS CUTTER
Chief Compliance Officer, Managing Member, Owner, President
- CRD
- #4733298
- Ownership
- 50% but less than 75%
JILL CUTTER
Client Services
- 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
SMA allocation detail is available
Cutter Financial Group LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.