Ross Cutler, CFP®, MBA King Tide Advisors

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About Ross Cutler, CFP®, MBA, CTFA, ATFA

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).

Read Ross’ blog here: https://www.kingtideadvisors.com/blog

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen X
  • Medical Professionals
  • Military & Veterans
  • Small Business

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $125+/mo
  • Hourly Fee: $350+/hr
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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