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Lacey Buteyn

Kingswood Wealth Advisors, LLC
25 Years of Experience
Plano, TX
2 DisclosuresBroker
View SEC Summary
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Lacey Buteyn is a registered investment advisor at Kingswood Wealth Advisors, LLC, based in Plano, TX, with 25 years of industry experience. Lacey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 11,425 clients with $3.8B in assets under management.

Kingswood Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
123 advisors
Number of Clients
11,425 clients
Average Client Portfolio
$333K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range up to 2.5% annually and are fully negotiable. Different financial advisors may utilize different fee schedules. A platform fee of up to 0.30% may also apply.

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

Location

Plano, TX

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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.
Employment Separation After Allegations
November 2023
Customer Dispute
July 2019
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Lacey is the Managing Director of Elevate Wealth Management, dedicating about half her time to managing, operating, marketing, and running the business. Lacey is also the Founder and CEO of Body Bump Fitness, LLC, spending a few hours per week teaching yoga and fitness.

Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
January 2024 - Present · 2 yrs 9 mos
Kingswood Capital Partners, LLC
December 2023 - Present · 2 yrs 10 mos
Kingswood Capital Partners, LLCBroker
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Kingswood Wealth Advisors, LLC
December 2023 - December 2023 · 0 mos
Level Four Financial, LLCBroker
April 2021 - November 2023 · 2 yrs 7 mos
Level Four Advisory Services
March 2014 - November 2023 · 9 yrs 8 mos
Lifestyle Planning Solutions, LLC
August 2013 - October 2014 · 1 yr 2 mos
Stratos Wealth Partners, LTD
May 2013 - June 2014 · 1 yr 1 mo
LPL Financial LLCBroker
May 2013 - April 2021 · 7 yrs 11 mos
Wfg Advisors, LP
August 2011 - May 2013 · 1 yr 9 mos
Wfg Investments, INC.Broker
March 2011 - May 2013 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2001 - March 2011 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2001 - March 2011 · 9 yrs 7 mos
State Registrations9 states
CACOFLGAILNYTXUTVirgin Islands
AdvisorBrokerBoth

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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