BUTTONWOOD FINANCIAL ADVISORS, INC.
SEC RegisteredPlan for the future, because that's where you are going to spend the rest of your life
About the firm
When you hire Buttonwood Financial Advisors, you'll get a team of objective, fee-only professionals dedicated to advancing your financial health.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and financial planning services based on value investing, a disciplined approach focused on the intrinsic value of a company relative to its stock price, identifying quality businesses trading at attractive prices and investing in them for long-term wealth compounding.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 169 | $47M |
| High Net Worth Individuals | 152 | $434M |
| State/Municipal Entities | 3 | — |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| $1,000,000 to $5,000,000 | 1.00% |
| Over $5,000,000 | 0.75% |
Data as of March 7, 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. BUTTONWOOD FINANCIAL ADVISORS, INC. 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched