Buttonwood Advisors, LLC fees and pricing
Financial planner in Marana, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated December 6, 2022, Buttonwood Advisors, LLC charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 6, 2022. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Compensation – Financial Planning Only Minimum fee is $5,000.00 no implementation services will be provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Buttonwood Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Buttonwood Advisors charges a fee for services which is billed monthly at $4,000.00 per month in advance.”
- “If the client terminates our engagement during any month in writing, we will refund the full $4,000.00 if paid for that month.”
How Buttonwood Advisors, LLC’s fees compare
- Its flat or project fee of $5,000 is above the Arizona median of $3,100. 60% of the 164 other Arizona planners that publish a flat or project fee charge less.
About Buttonwood Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Early retirement / FIRE
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
- 1.65% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, selecting other advisers, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126058
- Phone
- (520) 638-8718
Other planners in Marana that publish fees
- Jain WealthonomicsMarana$300/hr
- Mahogany Financial Strategies LLCMarana$400/hr, $5,000-$40,000
- 21:5 Advisors, LLCPeoria$500/hr
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
Is something on this page wrong or out of date?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.