BUTTONWOOD FINANCIAL GROUP, LLC

RIASEC RegisteredEst. 2009

Total AUM

$659M

Discretionary

$507M

77% of AUM

Avg account

$419K

Accounts

1,573

Employees

Advisory reps

Firm details

Headquarters: KANSAS CITY, Missouri
CRD number: 151164
Registered since: August 24, 2009
Website: www.buttonwoodfg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals46.04%
HNWI29.41%
Corporations / Businesses17.57%
Pension & Profit Sharing Plans5.74%
Charitable Organizations1.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Buttonwood Financial Group, LLC is an independent Registered Investment Adviser formed as an LLC and active since 2009. The firm serves both high-net-worth individuals and families as well as institutional clients, offering comprehensive financial planning and discretionary and non‑discretionary portfolio management. Its advisory remit includes portfolio construction for individuals, small businesses and institutions, plus the selection and oversight of third‑party managers—reflecting its role as a capital allocator rather than a single‑strategy shop. Investment activity shows a clear preference for pooled public vehicles and managed strategies. Public funds and mutual funds are the dominant building blocks of client portfolios, supplemented by ETFs and separate account management. The firm is not positioned as an active ESG investor and does not list pension consulting among its services. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements.