Ross Cutler
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King Tide Advisors · Stuart, Florida
Ross Cutler is a fee-only financial advisor at King Tide Advisors in Stuart, Florida, who holds the CFP credential. Ross charges hourly fees, a one-time planning fee and a percentage of assets and focuses on small business owners, retirement planning and equity compensation.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Ultra high net worth
- Founders
- Pre-retirees
- Early-career professionals
- Retirees
- Cross-border families
- High earners
- Executives
About
We are a full-service financial planning firm dedicated to helping individuals, families, and small business owners maximize their financial freedom. We have an experienced team building tax efficient retirement strategies, transition strategies, and tailored solutions for your unique situation.
Our diverse background both in and out of finance helps us understand the distinct challenges many people face. We focus on providing sound advice and personal support during every step of your financial journey.
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Estate Planning
- Financial Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Portfolio Rebalancing
- Portfolio Management
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Risk Management
- Stock Option Planning
Facts
| Firm | King Tide Advisors |
|---|---|
| Based in | Stuart, Florida |
| Fee model | Hourly · One-time planning fee · Percentage of assets |
| Assets under management | $25M - $100M |
| Firm founded | 2021 |
| Firm size | 2 - 5 employees |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in FL, TX · CRD 6643594 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.kingtideadvisors.com |
| Profile |
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Questions about Ross
Is Ross Cutler a fee-only financial advisor?
Yes. Ross Cutler is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ross's firm.
How does Ross charge for financial advice?
Ross charges hourly fees, a one-time planning fee and a percentage of assets.
Where is Ross Cutler based?
Ross Cutler is based in Stuart, Florida.
What does Ross specialize in?
Ross's specialties include small business owners, retirement planning, equity compensation, pension planning, tax planning and estate & legacy planning. Ross works with HENRY (High Earners, Not Rich Yet), ultra high net worth, founders, pre-retirees and early-career professionals.
What credentials does Ross Cutler hold?
Ross Cutler holds the CFP credential.
Is Ross Cutler registered with the SEC?
Yes. Ross Cutler is registered as an investment adviser representative in FL and TX (CRD 6643594), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does King Tide Advisors manage?
King Tide Advisors reports $25M - $100M in assets under management.
How do I contact Ross Cutler?
Through Ross's website, www.kingtideadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- King Tide Advisors 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 25, 2026.
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