Phillip Wiltfong
Phillip Wiltfong is a CFA-designated registered investment advisor at Buttonwood Capital Management (bcm), based in Scottsdale, AZ, with 2 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 351 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | Included |
Fees are customized for accounts over $25,000,000.
Fee Estimator
Location
17550 North Perimeter Drive, Suite 100, Scottsdale, AZ, 85255
Get directionsHistory
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
Phillip operates Buttonwood Capital Management as a DBA for his LPL business. This activity is investment-related and takes nearly all of Phillip's time.
Employment History
Current Registrations
Buttonwood Capital Management (bcm)
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
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