Buttonwood Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$497,544,736
Clients
336
Advisors
7
of 12 employees
About
Buttonwood Financial Group is an independent SEC‑registered advisory firm that serves individuals, families, businesses, pension and profit‑sharing plans, and charitable institutions. The firm provides comprehensive wealth management services including Family CFO planning, discretionary and non‑discretionary investment management, ERISA Section 3(38) plan services, and a suite of Simplicity360 family‑office style offerings such as bill pay, QuickBooks/accounting coordination, trustee services, and private foundation support.
Buttonwood structures advice around individualized Investment Policy Statements and implements globally diversified model portfolios with integrated tax management, periodic rebalancing, and ongoing monitoring. Model construction and risk tools are materially supported by BlackRock’s Custom Model Solutions (including Aladdin‑derived analytics) and the firm will, when suitable, recommend private funds and fee‑based variable annuities; it also discloses the use of margin accounts and securities‑backed loans or lines of credit for short‑term borrowing in managed accounts.
Noteworthy disclosures include a settled SEC enforcement matter (approved in 2023) resulting in disgorgement, interest, civil penalties, and an injunction, which the firm details in its brochure. The firm also discloses third‑party commercial relationships—BlackRock provides no‑cost marketing and model support and the firm has an operational arrangement with Mutual Group that can generate advisory revenue—which it identifies as potential conflicts and addresses in its disclosures.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% Over $10,000,001+: 0.40%
$600/hr for Firm Principal or Senior Advisor; $450/hr for Lead Advisor; $300/hr for Wealth Management Strategist; $200/hr for Operations Staff; $125/hr for Client Services; $75/hr for Admin
Minimum fee: Family CFO Planning Fees range from $300 to $30,000 quarterly (fixed quarterly fee).
Main office
3013 Main Street
Kansas City MO 64108-3323
Advisors at this office
7
Most active in
Arizona · California · Colorado · Florida · Illinois · Iowa · Kansas · Missouri · New Mexico · North Dakota · Pennsylvania · Texas · Vermont · Washington · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
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Advisors at this firm
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