Buttonwood Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$600/hr

“Below are our basic hourly rates: $600 per hour for Firm Principal or senior Advisor $450 per hour for Lead Advisor $300 per hour for Wealth Management Strategist $200 per hour for Operations Staff $125 per hour for Client Services $75 per hour for Admin Part 2A - 10 Buttonwood Financial Group, LLC Part 2A of Form…”

Quarterly fee

$300⁠-⁠$30,000/qtr

“Fees are negotiable and are quoted as a fixed quarterly fee ranging from $300 to $30,000 based on the scope and complexity of the engagement.”

Annual fee

$1,000⁠-⁠$100,000/yr

“Simplicity360 Services Annual fees for these services range from $1,000 to $100,000 for various terms and conditions, and dependent upon the services selected by a client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Buttonwood Financial Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “At account opening, Family CFO Planning Services fees are prorated based on the number of days that the Account(s) are open during the quarter, and the first payment is due upon the effective date of the Client Agreement.”
• “Generally, the billing process is the same, except that hourly fees are charged in arrears.”
• “At account opening, Investment Management Fees are prorated based on the number of days that the Account(s) are open during the quarter.”

How Buttonwood Financial Group, LLC’s fees compare

• Its hourly rate of $300-$600 is above the Missouri median of $250. 90% of the 88 other Missouri planners that publish an hourly rate charge less.
• 11 of the 13 other planners in Kansas City that publish an hourly rate charge less.
• Its annual fee of $1,000-$100,000 spans the Missouri median of $6,000. 96% of the 45 other Missouri planners that publish an annual fee charge less.
• 3 of the 4 other planners in Kansas City that publish an annual fee charge less.

About Buttonwood Financial Group, LLC

• Firm size: 12 employees.
• Founded: 2002 (24 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Early retirement / FIRE
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.8% a year

Clients

336

Employees

12

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$659,465,030

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

151164

Website

facebook.com/ButtonwoodFinancialGroup (opens in new tab)

Phone

(816) 285-9000

Can advise clients in 15 states: Arizona, California, Colorado, Florida, Iowa, Illinois, Kansas, Missouri, North Dakota, New Mexico, Pennsylvania, Texas, Vermont, Washington, Wyoming

Other planners in Kansas City that publish fees

• Bluevine AdviceKansas City$500, $25⁠-⁠$1,000/mo
• Chase Wealth ManagementKansas City$1,000⁠-⁠$10,000
• Cobb Wealth Management, LLCKansas City$200/hr
• Craft & Sage WealthKansas City$500/hr, $5,000
• Divvi Wealth ManagementKansas City$250/hr
• HDQ WealthKansas City$500/hr, $12,000⁠-⁠$250,000/yr

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