Jeffrey Kutz
Arborstone Financial · Andover, Massachusetts
Jeffrey Kutz is a fee-only financial advisor at Arborstone Financial in Andover, Massachusetts, who holds the CFP and CFA credentials. Arborstone Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Arborstone Financial |
|---|---|
| Based in | Andover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $476M across 1,645 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MA, TX · CRD 2309515 |
| Exams passed | Series 63 (1993) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.arborstonefinancial.com |
How Jeffrey's firm compares
- Arborstone Financial's average account is about $289,000, from its Form ADV (assets managed divided by 1,645 accounts).
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Questions about Jeffrey
Is Jeffrey Kutz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Arborstone Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Arborstone Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Kutz based?
Jeffrey Kutz is based in Andover, Massachusetts.
What credentials does Jeffrey Kutz hold?
Jeffrey Kutz holds the CFP and CFA credentials.
Is Jeffrey Kutz registered with the SEC?
Yes. Jeffrey Kutz is registered as an investment adviser representative in MA and TX (CRD 2309515), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Arborstone Financial manage?
Arborstone Financial reports $476M across 1,645 accounts in assets under management.
How do I contact Jeffrey Kutz?
Through Jeffrey's website, www.arborstonefinancial.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
- 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.
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