A complete list of active advisors currently associated with Gutt Financial Management, LLC

Warmer can help you find a great advisor at Gutt Financial Management, LLC or one who fits your needs even better.

Gutt Financial Management, LLC is a fee-only investment adviser that provides personalized financial planning and investment management to individuals and other entities. Services described in the brochure include cash flow and tax planning, insurance review, education and retirement planning, estate planning, and ongoing investment management. The firm uses a strategic asset-allocation, core-and-satellite approach that emphasizes passively managed index funds and ETFs as core holdings and selectively adds active managers, with portfolios globally diversified and managed on a discretionary or non‑discretionary basis. Client relationships are documented with investment policy statements, reviewed at least annually, and assets are typically custodied at discount brokers such as T.D. Ameritrade. Gutt manages approximately $162,070,014 in client assets for roughly 58 clients and maintains a $1,000,000 stated account minimum, reflecting a focus on high‑net‑worth accounts and an absence of lower‑net‑worth individual clients. The firm highlights advisor education standards that include advanced coursework in taxation and financial planning, offers tax‑preparation services, and discloses a 2022 SEC settlement in which it consented to findings and was censured for failing to timely create and deliver a Form CRS.

To learn more about the advisors currently working at Gutt Financial Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.