Cutter Price Anderson
Investment adviser representative at Plan A Wealth, LLC
12 yearsExperience
1 stateRegistered in
$433.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Private Client ServicesFeb 2025 to now
- Plan A Wealth, LLCDec 2024 to now
- UnemployedNov 2024 to Feb 2025
- AutovitalsAug 2022 to Nov 2024
- UnemployedApr 2022 to Jul 2022
- Valley Junk RemovalJan 2022 to Apr 2022
- Landmark ValetAug 2021 to Apr 2022
- Plan A Wealth, LLCApr 2021 to Aug 2021
- Landmark ValetAug 2020 to Apr 2021
- Plan A Wealth, LLCMar 2020 to Aug 2020
- Landmark ValetSep 2019 to Mar 2020
- Plan A Wealth, LLCMar 2016 to Aug 2019
- StudentAug 2014 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NE).
Plan A Wealth, LLC
$433.8MAssets managed
658Clients
8Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7128204
- Firm CRD
- 287860