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Buttonwood Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Buttonwood Advisors provides fee-for-service integrated financial planning and implementation support to individuals, high-net-worth clients, businesses, trusts, and estates. The firm states it does not sell financial products or directly manage client assets, and it offers planning across taxes, risk/insurance, investments, retirement, and estate matters.
The firm describes an advisory approach centered on financial education and client advocacy intended to reduce “economic mismanagement,” with plans tailored to each client’s objectives and circumstances. When investment management is needed, Buttonwood conducts due diligence and introduces unaffiliated third‑party advisers rather than managing assets in‑house or using percentage-of-assets fees or performance-based compensation.
Noteworthy for an investment-manager context, the principal operates an affiliated CPA practice that provides accounting and tax services (occupying a substantial portion of his time), and the firm explicitly coordinates with and selects outside subject-matter experts for implementation. Buttonwood also discloses it will not accept third‑party compensation, does not participate in wrap or soft‑dollar arrangements, and focuses on coordination and planning rather than proprietary asset management.
Client services
Financial planning
Selection of other advisers
Accounting & tax advice
Expertise
General tax planning
General estate planning guidance
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
Account minimum: $5,000.00 Minimum fee: Minimum fee of $5,000.00 for financial planning only, no implementation services provided. Fee-only: Financial planning fee of $5,000 minimum; Financial planning with implementation services fee of $48,000 annually, billed $4,000 monthly in advance.
Main office location
Buttonwood Advisors, LLC
Marana AZ, United States
Number of offices
1
Most active in
Buttonwood Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
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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