Chuck Cutler
Senior Vice President/Partner
EP Wealth Advisors
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Contact Me
Send Chuck a Message
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning, philanthropy and more.
As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.
Dedicated Wealth Team approach, led by your Advisor -- so you can focus on what’s important.
Taking new clients with a $500,000 investment minimum.
WATCH NOW - Weekly Stock Market Update with Adam Phillips, EP Wealth Advisors' Managing Director of Portfolio Strategy.
Get to Know Chuck Cutler
Chuck Cutler has worked over 30 years in the financial services industry. After a successful college football career, where he earned First Team Academic All-American status in 1987 and 1988, he began his professional career with the MONY Group. In 1999 Chuck joined his former college roommate Mark Matley and his business partner Paul Salisbury at the Insight Group. In 2009 they started an affiliated registered investment advisory firm, Financial Insight Center, where Chuck was the acting managing partner. In 2020 The Insight Group and Financial Insight Center united with EP Wealth Advisors. Chuck is dedicated to responding honestly, sensitively, and informatively through sound judgment and a principle driven approach. Chuck enjoys spending time with his family, mountain biking, golfing, and travelling.
I Can Help You With:
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Divorce Financial Planning
- Investment Management
- Charitable Giving
- Business Planning
Ideal Clients:
- High Net Worth Families and Individuals
- Retirees and Near Retirees
- Business Owners and Executives
- Widows or Divorced Women
- Professional Athletes and Entertainers
- Sudden Money Situations
FAQ with Chuck Cutler
- Is EP Wealth a fiduciary?
- What does it mean to have a dedicated wealth team?
- Do you offer an initial consultation to see if we may be a fit?
- How does EP Wealth charge for its services?
As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.
- Is EP Wealth a fiduciary?
As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.
- What does it mean to have a dedicated wealth team?
- Do you offer an initial consultation to see if we may be a fit?
- How does EP Wealth charge for its services?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Chuck Cutler's Designations and Affiliations
Media Mentions and Industry Involvement
Chuck Cutler is Featured in Financial Advisor Magazine: "EP Wealth Expands In Utah With Acquisition Of $1B Insight Group"
EP Wealth Advisors - Awards and Recognition
Chuck Cutler is Mentioned on Business Wire: "EP Wealth Advisors Acquires The Insight Group and Financial Insight Center"
Chuck Cutler is Featured on WealthManagement.com: "RIA EP Wealth Has Aggressive Plans to be National Brand"
Chuck Cutler's Success Football Career is Documented with the BYU Cougars
Chuck Cutler is Featured in BYU Magazine
Office Locations
3115 E. Lion Lane, # 100 - Salt Lake City, UT 84121
