Kutz and Company Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kutz & Company Inc. provides integrated tax, accounting, and financial planning services to individuals—including high‑net‑worth clients—professionals, executives and trusts, with many planning clients originating from its accounting practice. The firm also offers discretionary asset management alongside its tax and accounting offerings.
Investment advice and portfolio construction are developed on a case‑by‑case basis, taking into account each client’s financial situation, risk tolerance and tax considerations; portfolios generally emphasize diversified no‑load mutual funds, exchange‑traded funds, fixed income and cash rather than individual or non‑public securities. The firm acts as a discretionary manager for accounts custodied at a national broker‑dealer and provides periodic reporting and rebalancing.
Noteworthy aspects include the firm’s dual role as an accounting practice led by a long‑tenured CPA owner, which shapes client relationships and the flow of new planning clients—an arrangement that is relatively uncommon among peers. The brochure also discloses that associates may be licensed insurance agents and recommend insurance products for separate commission compensation, an affiliation the firm identifies as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
0.67% to 1.00% per annum (negotiable)
$275 per hour (negotiable)
Account minimum: $100,000
Main office
475 Northern Blvd, Ste 26
Great Neck NY 11021
Advisors at this office
2
Most active in
Florida · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Andrew K
CFP®
Great Neck, NY
Kutz and Company Inc.
Andrew Kutz is a CFP® professional with over 30 years of experience at Kutz and Company Inc. He serves as president and CPA of Kutz & Kutz CPA's P.C., a non-investment related accounting firm based in Great Neck, NY. Kutz and Company Inc. provides tax and accounting services alongside personal financial planning and discretionary asset management to individuals, executives, trusts, and high net worth clients. The firm integrates its active tax and accounting practice with advisory services, developing client-specific written plans and managing portfolios primarily composed of no-load mutual funds and ETFs.
Chaim D
CFP®
Great Neck, NY
Kutz and Company Inc.
Chaim Deutsch is a CFP® professional with five years at Oak Private Wealth LLC and a total of three years in the financial advisory industry. He previously worked at SimkowitzCo LLC and owns Deutsch Tax Advisory, which he operates alongside his advisory activities. He is licensed to sell and advise on life and health insurance in New York and New Jersey. Oak Private Wealth LLC provides wealth management and financial planning services to individual and institutional clients, including pension plans and charitable organizations. The firm combines tax-aware financial planning with portfolio management using both passive and active strategies and coordinates its services with a separate tax advisory practice owned by the principal.
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