Kevin McCutcheon
BlueDoor Private Wealth · Beverly, Massachusetts
Kevin McCutcheon is a fee-only financial advisor at BlueDoor Private Wealth in Beverly, Massachusetts, who holds the CFA credential. Kevin focuses on tax planning, retirement planning and small business owners. BlueDoor Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | BlueDoor Private Wealth |
|---|---|
| Based in | Beverly, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $337.3M across 432 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, MA, OH · CRD 6105535 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.bluedoorprivate.com |
How Kevin's firm compares
- BlueDoor Private Wealth's average account is about $781,000, from its Form ADV (assets managed divided by 432 accounts).
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Questions about Kevin
Is Kevin McCutcheon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and BlueDoor Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, BlueDoor Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin McCutcheon based?
Kevin McCutcheon is based in Beverly, Massachusetts.
What does Kevin specialize in?
Kevin's specialties include tax planning, retirement planning and small business owners.
What credentials does Kevin McCutcheon hold?
Kevin McCutcheon holds the CFA credential.
Is Kevin McCutcheon registered with the SEC?
Yes. Kevin McCutcheon is registered as an investment adviser representative in FL, MA and OH (CRD 6105535), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BlueDoor Private Wealth manage?
BlueDoor Private Wealth reports $337.3M across 432 accounts in assets under management.
How do I contact Kevin McCutcheon?
Through Kevin's website, www.bluedoorprivate.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
- BlueDoor Private Wealth 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.
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