Jason Cutitta is a CFP-designated registered investment advisor at Toba Financial, based in Kaneohe, HI, with 3 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 5 clients with $960K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. When Toba utilizes an Outside Manager, the above fee schedule includes the Outside Manager’s fee.
Fee Estimator
Location
Kaneohe, HI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason works as a Program Budget Analyst for the Department of Transportation in Hawaii since January 2024. This is a full-time commitment during trading hours, involving analyzing and reviewing the budget.
Employment History
Current Registrations
Toba Financial
State Registrations1 state
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