Mark Charles Butterworth
Advisor at CWM, LLC — Tulsa, OK
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 63
Experience Industry experience
41 years
Location
Tulsa, OK 74114
CWM, LLC
Enterprise
Mark Butterworth is a CFP® and ChFC® with 41 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC, where he has worked since 2020. His prior roles include positions at Cetera and Raymond James, and he is the president and owner of Butterworth Financial Group, LLC, which provides tax preparation services. Butterworth also serves as chairperson of the Cascia Hall School Foundation board and holds board positions with other nonprofit organizations. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and financial planning services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.
Based on CWM, LLC
Based on CWM, LLC
fixed fee for financial planning services ranging from $500 to $25,000 or more; flat-dollar annual fee for investment management services (billed quarterly in advance)
$0+: up to 2.50% annually $0+: up to 1.00% for sub-advisory services $0+: up to 2.00% annually for Variable Sub-Account Management Services $0+: 0.20% asset-based fee for True Wealth Financial Planning Program (minimum $3,500)
up to $500 per hour for financial planning services
Tulsa, OK
2642 E. 21st St., Suite 280
Tulsa OK 74114
Advisors at this office
1
Oklahoma · Texas
41 years of industry experience
Cetera
2023 - Present • 3 years
Schaumburg, IL
Cwm, Dba Carson Partners
2020 - Present • 6 years
Tulsa, OK
Cetera Wealth Services, LLC
2020 - Present • 6 years
El Segundo, CA
Cascia Hall Preparatory School
2017 - 2018 • 1 year
Tulsa, OR
Butterworth Financial Group, LLC
2013 - Present • 13 years
Tulsa, OK
Raymond James Financial Services Advisors Inc.
2013 - 2020 • 7 years
Tulsa, OK
Raymond james Financial Services, Inc
2002 - 2020 • 18 years
Tulsa, OK
Canada Life Assurance Co.
1991 - 2020 • 29 years
Tulsa, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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