Ross Cutler
MBA, CFP®,CTFA, ATFA
King Tide Advisors
Founder and President
Ross Cutler
MBA, CFP®,CTFA, ATFA
King Tide Advisors
Founder and President
Your situation is unique and how you respond to challenges can be unique. We help you define, revisit, and adjust your plan to keep you focused on your goals. - Ross Cutler, MBA, CFP®,CTFA, ATFA
Fee-Only financial planner located in Palm City, FL, serving clients locally and across the country
Ross Cutler is a Palm City, FL fee-only financial advisor serving clients locally and across the country. King Tide Advisors provides personal financial planning, custom portfolio management, and retirement strategies to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ross Cutler is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ross Cutler is the founder of King Tide Advisors. He 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).
Previously, Ross operated a ship brokerage company and served almost 10 years in the U.S. Navy, separating in 2012 as a Lieutenant.
King Tide Advisors is a service-driven firm providing personal financial planning, custom portfolio management and retirement strategies to clients.
Financial Planning - Portfolio Management - Small Business Retirement Planning - Risk Assessment - Education Planning - Estate Planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Military Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Ross Cutler is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Ross Cutler is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Ross Cutler is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Ross Cutler is a Certified Trust and Fiduciary Advisor (CTFA)Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA). This mark provides training and knowledge in taxes, investments, financial planning, trusts, and estates. The CTFA credential is appropriate for professionals who have a career in banking, broking, financial planning, taxation, or trust administration.
Contact Ross Cutler
Office Locations:
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3441 SW Rivers End Way
Palm City, FL 34990
