Cutler Capital Management fees
Financial planner in Worcester, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Cutler Capital Management (Worcester, MA) charges a flat or project fee of $2,500-$6,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change.
- Flat or project fee
- $2,500-
$6,000 Runs from below the Massachusetts median of $5,375 to above it.
“We charge a fixed fee for financial planning services, which generally ranges between $2,500 and $6,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 9 employees
- Registered since
- 2000 (26 years)
How Cutler Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
- “If you have prepaid financial planning fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “If financial planning fees are payable in arrears, you will be responsible for a prorated fee based on services performed prior to termination of the financial planning agreement.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, a percentage of assets under management, and performance based fees
- Clients
- 124
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions
- Assets managed
- $431 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 25, 2026
- CRD number
- 107463 (opens in new tab)
- Phone
- (508) 757-4455
Registered or notice filed in 3 states: Florida, Massachusetts, New Hampshire
Other planners in Worcester that publish fees
- Carl P. Sherr & Co., LLCWorcesterHourly $300/hr, Annual from $5,000/yr
More planners in Massachusetts that publish fees
- Gray Private Wealth, LLCCantonHourly $250-$600/hr, Flat from $5,000
- ProsperiTea PlanningGreenfieldHourly $359/hr, Annual from $7,500/yr
- Hawthorne Wellman Financial Planning, LLCTyngsboroHourly $250/hr, Flat $3,000-$12,000
- Centerpoint Advisors, LLCNeedhamHourly $350-$400/hr, Flat $3,500-$10,000
- Atwater Wealth Management, Inc.BostonHourly up to $500/hr, Flat $2,500-$10,000
- Holmes Investment Management, Inc.BrocktonFlat $2,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.