Button & Button Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,464,972
Clients
16
Advisors
1
of 2 employees
About
Button & Button Wealth Management serves individual investors and retirement-plan sponsors and participants, providing ongoing asset management, written financial planning, and retirement-plan consulting services. The firm also prepares general, educational newsletters that it distributes on an impersonal basis at no charge.
Its investment advice emphasizes a value-oriented, long-term approach combined with tactical and strategic asset-allocation techniques, with accounts reviewed at least quarterly. For many engagements—particularly retirement-plan consulting—the firm provides non-discretionary advice and typically seeks client approval before implementing trades, although discretionary management is available when agreed in the client contract.
The firm is affiliated with an accounting practice: its principals are licensed CPAs who refer clients for tax and entity‑formation work and devote substantial time to that accounting business. Compared with many peers, Button & Button operates with a relatively small client roster and modest assets under management and documents potential conflicts around retirement‑account rollovers and steps it takes to mitigate them.
Client services
Expertise
Fee options
$0 - $49,999: 1.750% $50,000 - $199,999: 1.500% $200,000 - $499,999: 1.250% $500,000 - $999,999: 1.000% $1,000,000 - $1,999,999: 0.900% $2,000,000 - $2,999,999: 0.800% $3,000,000 - $3,999,999: 0.700% $4,000,000 - $4,999,999: 0.600% $5,000,000+: 0.500%
$250 per hour for financial planning services
Account minimum: $10,000 Fee-only: Financial planning services charged at $250 per hour; minimum charge generally $500
Main office
2012 New Garden Road, Suite C
Greensboro NC 27410
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Button & Button Wealth Management · Button & Button Wealth Management LLC · Button And Button Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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