Buttonwood Financial Group, LLC logo

Buttonwood Financial Group, LLC

Updated today

Client assets under management

$497,544,736

Clients

336

6% high-net worth

Advisors

9

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

37

Low

Average account size

$1,480,788

About

Buttonwood Financial Group is an independent SEC‑registered advisory firm that serves individuals, families, businesses, pension and profit‑sharing plans, and charitable institutions. The firm provides comprehensive wealth management services including Family CFO planning, discretionary and non‑discretionary investment management, ERISA Section 3(38) plan services, and a suite of Simplicity360 family‑office style offerings such as bill pay, QuickBooks/accounting coordination, trustee services, and private foundation support.

Buttonwood structures advice around individualized Investment Policy Statements and implements globally diversified model portfolios with integrated tax management, periodic rebalancing, and ongoing monitoring. Model construction and risk tools are materially supported by BlackRock’s Custom Model Solutions (including Aladdin‑derived analytics) and the firm will, when suitable, recommend private funds and fee‑based variable annuities; it also discloses the use of margin accounts and securities‑backed loans or lines of credit for short‑term borrowing in managed accounts.

Noteworthy disclosures include a settled SEC enforcement matter (approved in 2023) resulting in disgorgement, interest, civil penalties, and an injunction, which the firm details in its brochure. The firm also discloses third‑party commercial relationships—BlackRock provides no‑cost marketing and model support and the firm has an operational arrangement with Mutual Group that can generate advisory revenue—which it identifies as potential conflicts and addresses in its disclosures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% Over $10,000,001+: 0.40%

Project-based

$600/hr for Firm Principal or Senior Advisor; $450/hr for Lead Advisor; $300/hr for Wealth Management Strategist; $200/hr for Operations Staff; $125/hr for Client Services; $75/hr for Admin

Other

Minimum fee: Family CFO Planning Fees range from $300 to $30,000 quarterly (fixed quarterly fee).

Main office location

Buttonwood Financial Group, LLC

3013 Main Street

Kansas City MO 64108-3323, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Illinois · Iowa · Kansas · Missouri · New Mexico · North Dakota · Pennsylvania · Texas · Vermont · Washington · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jon M

Series 63, Series 65

Kansas City, MO

Buttonwood Financial Group, LLC

Jon McGraw is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Buttonwood Financial Group since 2002 and previously worked at Purshe Kaplan Sterling Investments from 2009 to 2019. Outside of his advisory role, he serves as a board member for several nonprofit organizations, including the Sister City Association of Kansas City and Kansas City Jazz ALIVE, and is involved in managing community-focused commercial and event spaces. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and investment services. The firm focuses on personalized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee and offering family-office-style services.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Mitchell G

CFP®

Kansas City, MO

Buttonwood Financial Group, LLC

Mitchell Gasbarro is a CFP® professional with one year of industry experience, currently serving at Buttonwood Financial Group, LLC. His prior experience includes roles at JMG Financial Group and as a part-time baseball instructor and coach for Mac N Seitz Baseball in Kansas City, MO. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with wealth management and investment services, managing approximately $696.8 million in assets. The firm focuses on individualized asset allocation, multigenerational planning, integrated tax management, and offers family-office-style services.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Vincent P

Series 63, Series 65

Kansas City, MO

Buttonwood Financial Group, LLC

Vincent Pastorino is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Buttonwood Financial Group since 2005 and was previously with Purshe Kaplan Sterling Investments for ten years. Outside of his advisory role, he serves as co-trustee of a special needs trust and is treasurer of a youth soccer club. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, providing comprehensive wealth management and family-office-style services. The firm emphasizes individualized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Carlos C

Series 66

Kansas City, MO

Buttonwood Financial Group, LLC

Carlos Carriedo Samaniego is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Waddell & Reed. He is also involved with Carriedo Enterprises, LLC, an outside business activity. Buttonwood Financial Group serves individuals, families—including high-net-worth clients—as well as businesses and retirement plans, offering comprehensive wealth management and discretionary and non-discretionary investment management. The firm’s investment approach emphasizes individualized asset allocations, multigenerational planning, integrated tax management, and a range of family-office-style services.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Dale R

Series 66

Kansas City, MO

Buttonwood Financial Group, LLC

Dale Raimann is a financial advisor at Buttonwood Financial Group, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and TD Ameritrade. He also operated a solo investor podcast in 2025. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, offering comprehensive wealth management and family-office-style services. The firm manages approximately $696.8 million in assets and focuses on individualized asset allocation, multigenerational planning, and integrated tax management.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Adam G

Series 65

Kansas City, MO

Buttonwood Financial Group, LLC

Adam Grube is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 65 designation and has prior experience at UMB Financial Corporation, Quest Diagnostics, Planet Fitness, and Papa John's International. Grube joined Buttonwood Financial Group in 2026. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, providing comprehensive wealth management and investment services. The firm manages approximately $696.8 million in assets and focuses on personalized asset allocation, multigenerational planning, and integrated tax management.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Danielle B

CFP®

Kansas City, MO

Buttonwood Financial Group, LLC

Danielle Brown is a CFP® professional with seven years of experience in the financial advisory industry. She currently works at Buttonwood Financial Group, LLC and has previously held roles at Cambridge Investment Research Advisors, Inc., Financial Designs, Inc., and Creative Planning. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, offering comprehensive wealth management and a variety of family-office-style services. The firm’s investment approach focuses on individualized asset allocations, multigenerational planning, and integrated tax management, supported by an Investment Policy Committee and third-party research.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Kaden L

Series 65

Kansas City, MO

Buttonwood Financial Group, LLC

Kaden Ludlow is a financial advisor at Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 65 designation and has been in the industry since 2025. His prior work experience includes roles at CSGI, Sevita, and Clear Insights. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and family-office-style services. The firm manages approximately $696.8 million in assets and focuses on individualized asset allocation, multigenerational planning, and integrated tax management.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar

Rachael G

CFP®, Series 66

Kansas City, MO

Buttonwood Financial Group, LLC

Rachael Graf is a CFP® with nine years of industry experience currently serving at Buttonwood Financial Group, LLC. Her prior experience includes roles at Prosperity Planning, Inc. and Cetera Advisors LLC. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and family-office-style services. The firm manages approximately $696.8 million in assets and focuses on individualized asset allocation, multigenerational planning, and integrated tax management.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
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