Buttonwood Financial Group, LLC logo

Buttonwood Financial Group, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments

Occupation focus

Founder/Business Owner Retired

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Fee options

Percentage

$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%

Project-based

$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

Other

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

Advisors at this firm

user avatar

Jon M

Series 63, Series 65

Kansas City, MO

Buttonwood Financial Group, LLC

Jon Mcgraw is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including ten years at Purshe Kaplan Sterling Investments and over two decades with Buttonwood Financial Group. Outside of advising, he is involved in several community and nonprofit organizations, serving on the boards of local arts, jazz, and civic groups. 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 offers comprehensive wealth management services with a focus on individualized investment policies, globally diversified model portfolios, and family-office style support services.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Mitchell G

CFP®

Kansas City, MO

Buttonwood Financial Group, LLC

Mitchell Gasbarro is a CFP® professional with one year of industry experience, currently serving at Buttonwood Financial Group, LLC. Prior to joining Buttonwood in 2024, he worked at JMG Financial Group and has experience as a part-time baseball instructor and coach for Mac N Seitz Baseball. Buttonwood Financial Group is an independent SEC-registered advisory firm offering comprehensive wealth management services to individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm uses individualized Investment Policy Statements and globally diversified model portfolios with integrated tax management and ongoing monitoring.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Vincent P

Series 63, Series 65

Kansas City, MO

Buttonwood Financial Group, LLC

Vincent Pastorino is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Buttonwood Financial Group since 2005 and was previously with Purshe Kaplan Sterling Investments for ten years. Outside of his advisory role, he serves as co-trustee of a special needs trust and is treasurer of a youth soccer club. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, providing comprehensive wealth management and family-office-style services. The firm emphasizes individualized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Carlos C

Series 66

Kansas City, MO

Buttonwood Financial Group, LLC

Carlos Carriedo Samaniego is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Buttonwood Financial Group in 2023, he worked at firms including J.P. Morgan Securities, JPMorgan Chase Bank, LPL Financial, and Waddell & Reed. He is also involved with Carriedo Enterprises, LLC, an outside business activity. Buttonwood Financial Group is an independent SEC-registered advisory firm serving individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm offers comprehensive wealth management services, including Family CFO planning, discretionary and non-discretionary investment management, and family-office style support utilizing globally diversified model portfolios with integrated tax management.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Danielle B

CFP®

Kansas City, MO

Buttonwood Financial Group, LLC

Danielle Brown is a CFP® professional at Buttonwood Financial Group, LLC with eight years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Financial Designs, Inc., and Creative Planning. 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 offers comprehensive wealth management services and utilizes globally diversified model portfolios supported by BlackRock’s Custom Model Solutions and related analytics.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Kaden L

Series 65

Kansas City, MO

Buttonwood Financial Group, LLC

Kaden Ludlow is a financial advisor at Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 65 designation and has recently begun his advisory career in 2025. Prior to joining Buttonwood Financial Group, he gained experience at CSGI and Sevita, as well as completing a year at Brigham Young University. 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 offers comprehensive wealth management services including Family CFO planning, investment management, ERISA plan services, and family-office style support, utilizing globally diversified model portfolios supported by BlackRock’s analytics.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Rachael G

CFP®, Series 66

Kansas City, MO

Buttonwood Financial Group, LLC

Rachael Graf is a CFP® with nine years of industry experience currently serving at Buttonwood Financial Group, LLC. Her prior experience includes roles at Prosperity Planning, Inc. and Cetera Advisors LLC. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and family-office-style services. The firm manages approximately $696.8 million in assets and focuses on individualized asset allocation, multigenerational planning, and integrated tax management.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
View complete list of advisors at this firm
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