Jason Cutitta
ToBA Financial · Kaneohe, Hawaii
Jason Cutitta is a fee-only financial advisor at ToBA Financial in Kaneohe, Hawaii, who holds the CFP and EA credentials. Jason focuses on retirement planning. ToBA Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | ToBA Financial |
|---|---|
| Based in | Kaneohe, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $956K across 10 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in HI · CRD 7461355 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | tobawealth.com |
| Profile |
How Jason's firm compares
- ToBA Financial's average account is about $96,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Jason
Is Jason Cutitta a fee-only financial advisor?
Yes. Jason Cutitta is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.
How does Jason charge for financial advice?
Jason's firm, ToBA Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jason Cutitta based?
Jason Cutitta is based in Kaneohe, Hawaii.
What does Jason specialize in?
Jason's specialties include retirement planning. Jason works with pre-retirees.
What credentials does Jason Cutitta hold?
Jason Cutitta holds the CFP and EA credentials.
Is Jason Cutitta registered with the SEC?
Yes. Jason Cutitta is registered as an investment adviser representative in HI (CRD 7461355), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does ToBA Financial manage?
ToBA Financial reports $956K across 10 accounts in assets under management.
How do I contact Jason Cutitta?
Through Jason's website, tobawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- ToBA Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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