Ross H. Cutler, CFP^®

MBA, CTFA

President

King Tide Advisors

823 SE Osceola St
Stuart, FL 34994-3586

FINANCIAL ADVISOR'S WEBSITE

www.kingtideadvisors.com

(772) 233-2052 CONNECT WITH Ross

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Webpage

Financial Planning

Brochures

Our Process

Meet the Team

Risk Quest

General

Ross Cutler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at King Tide Advisors in Stuart, FL and the surrounding communities.

Financial Advisor Overview

We work with clients that value a financial advisor that helps them reach their financial goals. Our process is focused on a personalized plan designed to meet your needs, wants, and lifestyle. By working together to improve your financial wellness, we aim to have a positive impact on you and your loved ones' lives.

Financial Advisor Experience

Ross Cutler is the founder of King Tide Advisors. Ross previously lead a Relationship Management team, responsible for over 150 million in client assets. He believes in focusing on client service - listening their concerns, developing their individual path forward, and helping them achieve success. Ross provides comprehensive financial planning through a personal approach with each client. Ross is passionate about helping every client review their personal situation - this includes understanding their investment strategy, risk planning, estate planning, and tax planning. Ross holds the CFP® - CERTIFIED FINANCIAL PLANNER™ designation. He earned his Bachelor of Science from the United States Merchant Marine Academy and holds an MBA in Finance. He stays active in the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CTFA ATFA

Insurance Licenses

Fixed annuities
Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Business Taxes, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances