Joshua Cutler is a CFP-designated registered investment advisor at Bluestem Financial Advisors, LLC, based in Savoy, IL, with 13 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 185 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bluestem Financial Advisors offers investment management as part of their open retainer service. The annual fee is based on a percentage of your net worth, billed quarterly in advance. The minimum base fee for the open retainer service is $5,000. Investment services are provided on a discretionary basis.
Contact
Joshua Cutler
Location
1809 Woodfield Drive, Suite A, Savoy, IL, 61874
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bluestem Financial Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
State Registrations2 states
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
Additional Information
I attended Eastern Illinois University, where I earned my Bachelor's degree in Finance with a specialization in financial planning. After working for 3 years in the financial services industry, I joined Bluestem in early 2014 and discovered my passion doing fee-only financial planning.