TrueAdvisor
TrueAdvisor
BC
BC

Bart Cutino

Thepartners Wealth Management
18 Years of Experience
Monterey, CA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Bart Cutino is a registered investment advisor at Thepartners Wealth Management, based in Monterey, CA, with 18 years of industry experience. Bart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,212 clients with $1.2B in assets under management.

Thepartners Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
6,212 clients
Average Client Portfolio
$191K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.99%

Maximum annual advisory fee of up to 2.99%, plus a platform fee of up to 0.25% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

299 Webster Street, Monterey, CA, 93940

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bart is involved in several business activities, including marketing a deferred sales trust, consulting at a family restaurant, and serving as Vice-President at Central Coast Financial Management, Inc. He is also an agent with Highland Capital Brokerage, which brokers life insurance and fixed annuity products, and makes P&C insurance referrals through CGM Risk Management & Insurance Services LLC.

Employment History
Current Registrations
Thepartners Wealth Management
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Thepartners Wealth Management
November 2021 - December 2022 · 1 yr 1 mo
Centaurus Financial, INC.Broker
July 2013 - November 2021 · 8 yrs 4 mos
Centaurus Financial, INC.
July 2013 - November 2021 · 8 yrs 4 mos
J P Turner & Company Capital Management, LLC
August 2008 - July 2013 · 4 yrs 11 mos
J.P. Turner & Company, L.L.C.Broker
November 2007 - July 2013 · 5 yrs 8 mos
Qa3 Financial CORP.Broker
September 2007 - October 2007 · 1 mo
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Monterey, CA →All financial advisors in California →