Steven Pugliese is a CFP-designated registered investment advisor at Buttonwood Wealth, based in Winchester, VA, with 16 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 406 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee for the wrap fee program is 1.50% and is negotiable. Web-based portfolio management through Betterment is charged at an annual rate of 0.50% plus a separate 0.25% Betterment platform fee.
Fee Estimator
Location
101 W Cork St., Winchester, VA, 22601
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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.
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Steven is a managing member of Pugliese & Company, LLC, an accounting firm, since 2013. This activity is not investment-related and takes nearly full-time hours, including time during securities trading hours.
Employment History
Current Registrations
Buttonwood Wealth
Previous Registrations
Wealth Management Strategies Group, LLC
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.
Exams
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