A complete list of active advisors currently associated with Buttfield & Associates

Warmer can help you find a great advisor at Buttfield & Associates or one who fits your needs even better.

Buttfield & Associates offers fee‑only financial planning and investment portfolio management to individuals, families, trusts, foundations, small businesses, and other entities, and generally expects to provide both planning and ongoing portfolio management to a client as part of the engagement. The firm does not accept commissions or sell investment products, and it typically charges a fixed fee for financial planning (often expressed as a percentage of gross annual income with a stated minimum). The firm’s investment work is focused on sustainable, responsible, and impact (SRI) investing and it recommends and relies on a third‑party sub‑advisor, First Affirmative, to implement SRI strategies. Buttfield & Associates helps develop investor profiles and Investment Policy Statements, assists with account setup, and monitors First Affirmative’s management and performance, while daily trading authority and execution remain with the third‑party manager. Noteworthy distinctions include the firm’s planning fee structure (fixed or income‑based fees with a $2,000 minimum and renewal provisions) and household acceptance thresholds (the firm generally does not accept households with investment assets under $350,000, subject to exceptions). The firm also offers a fee‑based variable annuity alternative designed to avoid traditional surrender charges and to provide an SRI‑aligned, no‑commission investment vehicle, and it channels client accounts into First Affirmative’s Schwab or Folio programs.

To learn more about the advisors currently working at Buttfield & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.