Jon Mcgraw
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 Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 548 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable on a case-by-case basis. Discounts are offered to family and friends of the firm. Fees are waived for employees and spouses/domestic partners of employees.
Fee Estimator
Location
3013 Main Street, Kansas City, MO, 64108-3323
Get directionsHistory
Regulatory History (2)
Civil
September 2021Customer Dispute
February 2012Other 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
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Quick & Reilly, INC.Broker
Jesup, Josephthal & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations2 states
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.