VP
VP

Vincent Pastorino

27 Years of Experience
Kansas City, MO

Vincent Pastorino is a registered investment advisor at Buttonwood Financial Group, LLC, based in Kansas City, MO, with 27 years of industry experience. Vincent 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
548 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$696.8M

Fee Structure

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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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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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Other Business Activities

Vincent is a co-trustee for Midwest Special Needs Trust, dedicating minimal time. He also serves as treasurer for Unified FC Foundation, a youth soccer club, spending a few hours per week.

Employment History
Current Registrations
Buttonwood Financial Group, LLC
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2009 - August 2019 · 9 yrs 9 mos
LPL Financial Corporation
April 2004 - November 2009 · 5 yrs 7 mos
LPL Financial CorporationBroker
April 2004 - November 2009 · 5 yrs 7 mos
Wachovia Securities, LLC
July 2003 - April 2004 · 9 mos
Wachovia Securities, LLCBroker
July 2003 - April 2004 · 9 mos
Prudential Securities Incorporated
January 1999 - July 2003 · 4 yrs 6 mos
Prudential Securities IncorporatedBroker
November 1998 - July 2003 · 4 yrs 8 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.