Buttonwood Financial Advisors, Inc. fees and pricing
Financial planner in Baltimore, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 7, 2026, Buttonwood Financial Advisors, Inc. charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“A fee of $500 is due upon presentation of a completed comprehensive financial plan. 5 GENERAL INFORMATION Advisory Fees in General:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Buttonwood Financial Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the market value, or fair market value in the absence of market value, of the client's account at the end of the previous quarter.”
- “Fees may be directly paid by the client by check or may be debited directly from the client’s account only with prior authorization.”
- “No fee adjustments are made for deposits or partial withdrawals during a quarterly billing period but may be prorated at account opening only when agreed upon in writing.”
How Buttonwood Financial Advisors, Inc.’s fees compare
- Its flat or project fee of $500 is below the Maryland median of $4,335. 6% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 2 of the 12 other planners in Baltimore that publish a flat or project fee charge less.
About Buttonwood Financial Advisors, Inc.
“Based on the information provided by the client, BFA will prepare a comprehensive detailed plan designed to help achieve their financial goals and objectives, and which may address personal investing, tax analysis, insurance, estate, educational, 4 and retirement planning.”
- Firm size: 8 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
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
- 1.25% a year
- Clients
- 321
- Employees
- 8
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $483,170,997
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144926
- Phone
- (410) 988-2391
Can advise clients in 11 states: California, District of Columbia, Florida, Georgia, Illinois, Maryland, New Hampshire, New York, Pennsylvania, Texas, Virginia
Other planners in Baltimore that publish fees
- Aerie Capital ManagementBaltimore$250/hr, $1,000-$2,500
- Charles Street Asset Management, Inc.Baltimore$200-$300/hr, $1,000-$10,000
- Docempowered, LLCBaltimore$600/hr, $600-$1,000/mo
- Equatorial Advisors, LLCBaltimore$150-$500
- Foundry Wealth Advisors, LLCBaltimore$250/hr, $2,000-$10,000
- Garritt Financial Solutions LLCBaltimore$275/hr, $1,800-$3,500
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.