Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$425,329,328
Total clients
399
27% high-net worth
Total advisors
6
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
67
Average account size
$1,065,988
Buttonwood Wealth is a six-advisor registered investment adviser that manages roughly $425 million for about 399 clients. The firm works with individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and other entities, offering financial planning, portfolio management, pension consulting, and referrals to third‑party advisers.
The firm builds diversified asset-allocation models and employs both fundamental and technical analysis to inform security selection and ongoing supervision; it provides discretionary portfolio management and continuous account monitoring. In addition to adviser-managed accounts, Buttonwood Wealth offers web‑based portfolio management through the Betterment Institutional platform and provides personalized financial planning and participant education for retirement plans.
What is distinctive about Buttonwood Wealth compared with many peer teams is that it sponsors and serves as the portfolio manager for its own wrap-fee program, administering all‑inclusive wrap accounts with trade execution and custody routed through LPL Financial. The brochure also discloses that some associated persons are registered representatives of LPL and licensed insurance agents (including arrangements such as an LPL forgivable loan), which the firm identifies as potential conflicts of interest and addresses through disclosures and its code of ethics.
Certain associated persons receive commissions for insurance and securities sales outside advisory accounts. Advisory accounts do not generate commissions.
$300 per hour for financial planning services (negotiable); full waiver if client engages portfolio management services.
Buttonwood Wealth
27 West Boscawen Street
Winchester VA 22601, United States
Number of offices
3
Maryland · North Carolina · Texas · Virginia · West Virginia
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Winchester, VA
Buttonwood Wealth
CFP®, Series 66
Winchester, VA
Buttonwood Wealth
Series 65
Winchester, VA
Buttonwood Wealth
CFP®, Series 66
Winchester, VA
Buttonwood Wealth
Series 63, Series 65
Winchester, VA
Buttonwood Wealth
CFP®, Series 66
Winchester, VA
Buttonwood Wealth
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