Buttonwood Capital Management (BCM)
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$369,889,027
Clients
340
Advisors
3
of 6 employees
About
Buttonwood Capital Management serves individual and high-net-worth clients — including entrepreneurs, executives, and multi‑generational families — offering customized investment management, comprehensive financial planning, and retirement plan consulting. The firm manages roughly $380 million across about 340 client relationships and provides both discretionary and non‑discretionary portfolio management.
Portfolios are tailored to client objectives and may include individual equities and bonds, mutual funds, ETFs, options, structured notes and other public and private investments, with ongoing review and rebalancing. The firm also provides fee‑based financial planning on an hourly or fixed‑fee basis covering topics such as tax and retirement planning, insurance analysis, corporate structure, business succession and divorce, integrating planning with investment management.
Distinctive features include that the firm’s advisors are registered representatives of LPL Financial and are licensed insurance agents, enabling implementation of recommendations through LPL and the sale of insurance products and variable annuities — activities the brochure discloses can generate commissions, trailing compensation and marketing reimbursements. The brochure also notes these dual roles and related potential conflicts of interest, and describes compliance controls and disclosures intended to address those conflicts.
Client services
Expertise
Occupation focus
Fee options
Fixed fees range from $100 to $5,000, may exceed $5,000 depending on complexity
$0 - $1,000,000: 1.5% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.0% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.65% $25,000,001+: Customized
Commission-based securities sales through LPL Financial; no advisory fee charged in addition to commissions on such sales
$100 - $400 per hour
Fee-only: Hourly fees range from $100 - $400; Fixed fees range from $100 to $5,000, may exceed $5,000 depending on complexity
Main office
17550 North Perimeter Drive, Suite 100
Scottsdale AZ 85255
Advisors at this office
3
Most active in
Arizona · California · Florida · New York · Texas
Also doing business as
Buttonwood Capital Management · Buttonwood Capital Management (Bcm) · Buttonwood Capital 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:
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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Andrew S
Series 66
Scottsdale, AZ
Buttonwood Capital Management (BCM)
Andrew Sosnowitz is a financial advisor at Buttonwood Capital Management with 26 years of industry experience. He holds a Series 66 designation and has worked at Buttonwood since 2015 and LPL Financial since 2009. Buttonwood Capital Management manages approximately $315 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build tailored portfolios and provides access to LPL Financial–sponsored models and outside strategists.
Phillip W
CFA®, Series 63
Scottsdale, AZ
Buttonwood Capital Management (BCM)
Phillip Wiltfong is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He is currently with Buttonwood Capital Management and LPL Financial. Prior to his current roles, he worked at FactSet and Paycom. Buttonwood Capital Management serves individual and high-net-worth clients, including entrepreneurs, executives, and multi-generational families, providing customized investment management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $380 million across about 340 client relationships with tailored portfolios that include equities, bonds, mutual funds, ETFs, options, and other investments.
Sean N
CFP®, Series 66
Scottsdale, AZ
Buttonwood Capital Management (BCM)
Sean Neel is a CFP® with 10 years of experience in the financial services industry. He is currently a financial advisor at Buttonwood Capital Management, where he has worked since 2019. His prior roles include positions at JP Morgan Securities and Edward Jones. Buttonwood Capital Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to build tailored investment portfolios and integrates tax, estate, and insurance considerations into client plans.
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