Button & Button Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,464,972
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
16
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$154,061
About
Button & Button Wealth Management serves individual investors and retirement-plan sponsors and participants, providing ongoing asset management, written financial planning, and retirement-plan consulting services. The firm also prepares general, educational newsletters that it distributes on an impersonal basis at no charge.
Its investment advice emphasizes a value-oriented, long-term approach combined with tactical and strategic asset-allocation techniques, with accounts reviewed at least quarterly. For many engagements—particularly retirement-plan consulting—the firm provides non-discretionary advice and typically seeks client approval before implementing trades, although discretionary management is available when agreed in the client contract.
The firm is affiliated with an accounting practice: its principals are licensed CPAs who refer clients for tax and entity‑formation work and devote substantial time to that accounting business. Compared with many peers, Button & Button operates with a relatively small client roster and modest assets under management and documents potential conflicts around retirement‑account rollovers and steps it takes to mitigate them.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $49,999: 1.750% $50,000 - $199,999: 1.500% $200,000 - $499,999: 1.250% $500,000 - $999,999: 1.000% $1,000,000 - $1,999,999: 0.900% $2,000,000 - $2,999,999: 0.800% $3,000,000 - $3,999,999: 0.700% $4,000,000 - $4,999,999: 0.600% $5,000,000+: 0.500%
$250 per hour for financial planning services
Account minimum: $10,000 Fee-only: Financial planning services charged at $250 per hour; minimum charge generally $500
Main office location
Button & Button Wealth Management LLC
2012 New Garden Road, Suite C
Greensboro NC 27410, United States
Number of offices
1
Most active in
Button & Button Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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