Victor Hess is a PFS-designated registered investment advisor at Buttonwood Advisors, LLC, based in Marana, AZ, with 22 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning Only — Minimum fee is $5,000. Client will be given a detailed to-do list and will be responsible for retaining their own subject matter experts.
- Financial Planning and Implementation Services — $48,000 per year, billed monthly at $4,000 per month in advance. Buttonwood Advisors will be responsible for retaining the subject matter experts and working with them on an ongoing basis to accomplish the goals and objectives of the financial plan.
Location
Marana, AZ
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Victor is a sole proprietor providing tax planning and preparation services as VL Hess CPA. This activity takes about half of Victor's time.
Employment History
Current Registrations
Buttonwood Advisors, LLC
Previous Registrations
Trustmont Advisory Group, INC.
Kms Financial Services, INC
State Registrations1 state
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.