BUTLER FINANCIAL SERVICES
SEC RegisteredExperienced Wealth Management
About the firm
Butler Financial Services is an investment advisory registered with the Colorado Division of Securities and the State of California Department of Corporations. The firm provides ongoing investment and wealth management services, operating on a fee-based advisory model paid directly by clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management including asset protection, investment management, intergenerational transfer-of-wealth, performance evaluation and tracking, due diligence on investments, budgeting strategy, tax planning, asset allocation strategy embedding private investments, and fee-based ongoing advisory services.
Who they serve
Client families with varied financial needs and life goals, including those seeking wealth management, investment management, and intergenerational wealth planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 18 | $8.3M |
| High Net Worth Individuals | 44 | $146M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $3 million | 1.00% |
| Above $3 million | 0.75% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BUTLER FINANCIAL SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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