ButtonWood Advisors aims to help clients make sound financial decisions through financial education and integrated financial planning. The firm acts as a client advocate, helping them navigate financial choices and collaborate with subject matter experts in investment, legal, tax, and insurance to develop a comprehensive plan. ButtonWood Advisors does not sell products or manage assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Planning Only — Minimum fee is $5,000. Client will be given a detailed to-do list and will be responsible for retaining their own subject matter experts.
- Financial Planning and Implementation Services — $48,000 per year, billed monthly at $4,000 per month in advance. Buttonwood Advisors will be responsible for retaining the subject matter experts and working with them on an ongoing basis to accomplish the goals and objectives of the financial plan.
One-Time Plan:$5,000 - $48,000
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