# Geoffrey Dancey

> Geoffrey Dancey is a fee-only financial advisor at Cutler Capital Management in Worcester, Massachusetts, who holds the CFA credential. Cutler Capital Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/geoffrey-dancey/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cutler Capital Management
- **Based in:** Worcester, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $430.8M across 348 accounts
- **Credentials:** CFA
- **CRD:** 4744852 (https://adviserinfo.sec.gov/individual/summary/4744852)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2004)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.cutlercapital.com

## Frequently asked questions

### Is Geoffrey Dancey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Geoffrey holds no broker registration, and Cutler Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Geoffrey charge for financial advice?

Geoffrey's firm, Cutler Capital Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Geoffrey Dancey based?

Geoffrey Dancey is based in Worcester, Massachusetts.

### What credentials does Geoffrey Dancey hold?

Geoffrey Dancey holds the CFA credential.

### Is Geoffrey Dancey registered with the SEC?

Yes. Geoffrey Dancey is registered as an investment adviser representative in MA (CRD 4744852), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cutler Capital Management manage?

Cutler Capital Management reports $430.8M across 348 accounts in assets under management.

### How do I contact Geoffrey Dancey?

Through Geoffrey's website, www.cutlercapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4744852): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.