Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals.
We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.
Our Team
Ross Cutler is the founder of King Tide Advisors. Ross previously lead a Relationship Management team, driving multiple business development activities across the company, focused on client service, and growing the client business to over $150 million. Ross provides comprehensive financial planning through a personal approach for each client.
Ross is passionate about helping every client review their personal situation - this includes developing the right financial planning steps, the appropriate investment strategy, and estate planning considerations. Ross holds the CFP® - CERTIFIED FINANCIAL PLANNER™ designation. He earned his Bachelor of Science from the United States Merchant Marine Academy and holds an MBA in Finance. He stays active in the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Previously, Ross operated a ship brokerage company and served almost 10 years in the U.S. Navy, separating in 2012 as a Lieutenant.
Young Park is a Vice President, Senior Advisor with King Tide Advisors currently residing in the Washington D.C Metro Area. Young brings over 20 years of experience in the financial services industry, with expertise in broad levels of risk management. His past experience includes principal owner and agent for the Young Park, CPCU State Farm agency in Honolulu, HI.
Prior to joining King Tide Advisors, he was a top performing Relationship Manager where he managed over $45 million in client/household assets. Young also provides expertise in the area of Life insurance needs and Long term care risk/solutions. Young believes in delivering the right wealth management solutions to help clients realize their personal objectives and aspirations.
Young holds a Bachelor's degree in Business Marketing and Management from Ursinus College, as well the CPCU designation. He is bilingual in Korean and the former treasurer of the 101st Airborne Division (Air Assault) HHB Family Readiness Group.
167517
Charles Schwab
We have clients nationwide. We have offices in Stuart FL and Washington DC area. We have larger pockets of clients in Washington, DC, Stuart, FL, New York, NY, and Houston, TX.
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King Tide Advisors - Assist clients with evaluating financial decisions, talking through and educating them on the differences between the decisions. Delivering a holistic relationship that covers each client's planning needs, including investments, insurance, retirement, and estate planning.
Previously I worked as VP of Business Development and managed at team of 15 advisors. This gave us the experience and understanding of how we want to mange client relationships. Our knowledge, experience, and expertise give us the ability to deliver the right services to our clients with the confidence and support they need.
Businesses, Individual Investors, Non-Profit Organizations
Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management
Yes
No
Yes
Yes
I have a clean record
I have a clean record
CFP®, CTFA, ATFA
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Your Office, Email, Video Conference, Our Offices, Your Home, Our Office, Phone
Fee-Only
250,000
Based on Assets
1% or less
1%
$3,500 Planning Only
10+
10+
10+
20,000,000
50+
50+
50+
$45,000,000
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
King Tide Advisors is an Investment Advisor registered with the State of Florida. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 772-233-2052 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from KTA with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
