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Jon Mcgraw

Buttonwood Financial Group, LLC
35 Years of Experience
Kansas City, MO
2 Disclosures
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Jon Mcgraw is a registered investment advisor at Buttonwood Financial Group, LLC, based in Kansas City, MO, with 35 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 429 clients with $660M in assets under management.

Buttonwood Financial Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
429 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$659.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M0.80%
$2.5M - $5.0M0.65%
$5.0M - $10.0M0.50%
$10M+0.40%

Fees are negotiable. ERISA plan asset management fee is 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3013 Main Street, Kansas City, MO, 64108-3323

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Civil
September 2021
Final
Customer Dispute
February 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jon is involved in numerous investment-related and non-investment-related activities, primarily as a managing member or board member for various LLCs and non-profit organizations. These activities include real estate, art galleries, and community organizations, taking minimal time for each.

Employment History
Current Registrations
Buttonwood Financial Group, LLC
June 2011 - Present · 15 yrs 5 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2009 - August 2019 · 9 yrs 9 mos
LPL Financial Corporation
January 2002 - November 2009 · 7 yrs 10 mos
LPL Financial CorporationBroker
January 2002 - November 2009 · 7 yrs 10 mos
Quick & Reilly, INC.Broker
November 1991 - January 2002 · 10 yrs 2 mos
Jesup, Josephthal & CO., INC.Broker
October 1990 - July 1991 · 9 mos
The Stuart-James Company, IncorporatedBroker
July 1990 - October 1990 · 3 mos
State Registrations2 states
MOTX
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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