SB
CFP
SB
CFP

Scott Buttfield

22 Years of Experience
Red Bank, NJ

Scott Buttfield is a CFP-designated registered investment advisor at Buttfield & Associates, based in Red Bank, NJ, with 22 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 19 clients with $18M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
19 clients
Average Client Portfolio
$933K average
Assets Under Management
$17.7M

Fee Structure

Minimum Investment:$350K
Minimum Annual Fee:$200

Buttfield & Associates is compensated for investment portfolio management services based on a percentage of the assets managed. The fee depends on the First Affirmative investment program selected. First Affirmative offers SRI investing programs through Schwab Institutional and Folio Investments, each with different fee schedules. The final fee will be stated in agreements with Buttfield & Associates and First Affirmative. Buttfield & Associates receives a percentage of the total fee, with no incentive to recommend one program over another. A minimum annual fee of $200 may apply.

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Scott Buttfield

Location

Red Bank, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Buttfield & Associates
November 2004 - Present · 21 yrs 6 mos
Previous Registrations
First Affirmative Financial Network LLC
June 2003 - December 2020 · 17 yrs 6 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Scott Buttfield