BUTTERWORTH FINANCIAL LLC
SEC RegisteredPlan. Grow. Enjoy.
About the firm
Mark S. Butterworth, CFP® is a Certified Financial Planner based in Danvers, MA with over twenty years of experience in financial services. He helps clients plan for retirement, manage legacies, and pursue asset growth through a variety of investment alternatives, with personalized service and periodic review meetings.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, wealth management, estate strategy, college savings, peak-career wealth-building strategies, portfolio construction and risk management, and ongoing financial planning and review.
Who they serve
Retirees and pre-retirees, small business owners, working professionals, and women; broadly, investors from every background at all stages of life.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 99 | $41M |
| High Net Worth Individuals | 39 | $56M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $100,000 - $500,000 | 1.50% |
| $500,001 - $1,000,000 | 1.25% |
| $1,000,001 and up | 1.00% |
Data as of January 22, 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. BUTTERWORTH FINANCIAL LLC 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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