Buttonwood Wealth fees and pricing

Financial planner in Winchester, Virginia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 11, 2026, Buttonwood Wealth charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “- Item 5 Financial Planning Services Fees Buttonwood Wealth charges a negotiable hourly fee of $300.00 for financial planning services.”

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

“Fees are payable upon completion of the financial planning project.”
“Refunds are not applicable since fees are payable in arrears.”
“The annual portfolio management fee is billed and payable quarterly in advance based on the value of your account on the last business day of the previous quarter.”

Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 399
Employees: 7
Works with: Individuals, high net worth individuals, 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: $425,329,328
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 305896
Website: linkedin.com/company/buttonwood-wealth (opens in new tab)
Phone: (540) 662-5233

Is something on this page wrong or out of date?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.