Charles Cutter
Briarwood Financial · Gig Harbor, Washington
Charles Cutter is a fee-only financial advisor at Briarwood Financial in Gig Harbor, Washington. Charles charges an ongoing planning fee and a one-time planning fee and focuses on tax planning and small business owners.
Request an introduction to Charles →
Specialties
Who they serve
- Founders
Facts
| Firm | Briarwood Financial |
|---|---|
| Based in | Gig Harbor, Washington |
| Fee model | Ongoing planning fee · One-time planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $4.7M across 49 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7814931 |
| Exams passed | Series 66 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | briarwoodfp.com |
How Charles's firm compares
- Briarwood Financial's average account is about $97,000, from its Form ADV (assets managed divided by 49 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
Is Charles Cutter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Briarwood Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles charges an ongoing planning fee and a one-time planning fee.
Does Charles work with clients virtually?
Yes. Briarwood Financial says on its website that it works with clients remotely.
Where is Charles Cutter based?
Charles Cutter is based in Gig Harbor, Washington.
What does Charles specialize in?
Charles's specialties include tax planning and small business owners. Charles works with founders.
Is Charles Cutter registered with the SEC?
Yes. Charles Cutter is registered as an investment adviser representative in WA (CRD 7814931), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Briarwood Financial manage?
Briarwood Financial reports $4.7M across 49 accounts in assets under management.
How do I contact Charles Cutter?
Through Charles's website, briarwoodfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Briarwood Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.