Buttonwood Financial Group, LLC is a large advisory firm based in Kansas City. It manages $388.73 million of regulatory assets for 1,854 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Illinois, and 3 other states.
Buttonwood Financial Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Buttonwood Financial Group, LLC is $388.73 million. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Buttonwood Financial Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Jon Michael Mcgraw is high net worth individuals with 135 clients and $326.45 million of assets under management. Among the 9 most similar advisory firms, Buttonwood Financial Group has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $381.18 million for 353 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Buttonwood Financial Group doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jon Michael Mcgraw has been acting as President since 1 Jan 2002. Vincent Ian Pastorino joined the executive team most recently as the Member, Lead Advisor.
The principal office where Buttonwood Financial Group, LLC performs its advisory services is located at 3013 Main Street, Kansas City, MO 64108 3323, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 816-285-9000 or by fax 816-285-9001. The normal business hours are 8:00 am - 5:00 pm weekends by appointment on Monday - Friday. You can find more information about the New York firm at buttonwoodfg.com and its LinkedIn profile.