MG
CFP
MG
CFP

Mitchell Gasbarro

1 Year of Experience
Kansas City, MO

Mitchell Gasbarro is a CFP-designated registered investment advisor at Buttonwood Financial Group, LLC, based in Kansas City, MO, with 1 years of industry experience. Mitchell 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

Mitchell is a part-time baseball instructor/coach for Mac N Seitz Baseball since 2023. This activity requires about 10-20% of his time outside of normal business hours.

Employment History
Current Registrations
Buttonwood Financial Group, LLC
November 2024 - Present · 1 yr 6 mos
State Registrations1 state
MO
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.