Buttfield & Associates fees and pricing
Financial planner in Red Bank, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Buttfield & Associates charges $250 an hour and a flat or project fee of $50,000-$250,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“On occasion, when gross annual income is not a good indicator of the scope of the client’s planning needs, a fixed fee will be quoted, based upon the number of hours expected to complete the project at $250.00 per hour.”
- Flat or project fee
- $50,000-$250,000
“Managed Mutual Fund Accounts Fixed Income Accounts $50,000 $250,000 These minimums are negotiable on a case-by-case basis and are dependent on a variety of factors, including but not limited to the value of a client’s total household of accounts (adults who all live at the same address who have investment accounts…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Buttfield & Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are 7 calculated and assessed quarterly, in arrears.”
- “Fees are calculated and assessed quarterly, in arrears.”
- “First Affirmative will provide you a fee invoice.”
How Buttfield & Associates’ fees compare
- Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
- 1 of the 9 other planners in Red Bank that publish an hourly rate charge less.
- Its flat or project fee of $50,000-$250,000 is above the New Jersey median of $5,000. 100% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- 8 of the 8 other planners in Red Bank that publish a flat or project fee charge less.
About Buttfield & Associates
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 1987 (39 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.4% a year
- Minimum
- $2,000 minimum fee (stated in brochure)
- Clients
- 18
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $18,359,063
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128382
- Phone
- (732) 747-9473
Other planners in Red Bank that publish fees
- Atlas Private Wealth AdvisorsRed Bank$500-$15,000
- Clear Wave Wealth Management, LLCRed Bank$1,000/yr
- Donald W. Cash & Associates, LLCRed Bank$500/hr, $5,000
- Garden State Retirement Specialists, LLCRed Bank$400/hr, $500-$5,000
- Hartshorne Group, LLCRed Bank$250-$500/hr, $5,000-$25,000
- Iem Asset Management, LLCRed Bank$1,000-$1,075/hr, $1,000-$50,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.