Buttonwood Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Marana AZ
Advisors at this office
1
Most active in
Arizona
Also doing business as
Buttonwood Advisors, LLC · Hess, Victor L.
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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