# Buttonwood Financial Group, LLC

> Buttonwood Financial Group, LLC is an SEC-registered investment advisory firm in Kansas City, MO, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 151164
- Filed as: BUTTONWOOD FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151164
- AdvisorCensus page: https://advisorcensus.com/firm/buttonwood-financial-group-llc-kansas-city-mo-151164

## Quick answers

**How is Buttonwood Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Buttonwood Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Buttonwood Financial Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $300 to $30,000 a quarter (Family CFO Planning Services); Hourly rate: $600 an hour (Firm Principal or senior Advisor); Hourly rate: $450 an hour (Lead Advisor); Hourly rate: $300 an hour (Wealth Management Strategist); Hourly rate: $200 an hour (Operations Staff); Hourly rate: $125 an hour (Client Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Buttonwood Financial Group, LLC located?**
Buttonwood Financial Group, LLC's principal office is in Kansas City, MO, according to its Form ADV.

**Is Buttonwood Financial Group, LLC registered with the SEC or a state?**
Buttonwood Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151164.

**How much does Buttonwood Financial Group, LLC manage?**
Buttonwood Financial Group, LLC reports $659,465,030 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (77% discretionary).

**How have Buttonwood Financial Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Buttonwood Financial Group, LLC: Regulatory assets under management: $510,715,273 in the October 2021 data and $659,465,030 in the October 2026 data, up 29%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Buttonwood Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (315); pension and profit sharing plans (but not the plan participants or government pension plans) (79); high net worth individuals (21).

**Which custodians does Buttonwood Financial Group, LLC use?**
Buttonwood Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Buttonwood Financial Group, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(1)(a) (court injunction in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151164

**Does Buttonwood Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We do not currently require a minimum account size but reserve the right to do so in the future."

**What changed in Buttonwood Financial Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> We do not currently require a minimum account size but reserve the right to do so in the future.

- Flat fee: $300 to $30,000 a quarter (Family CFO Planning Services)

> Family CFO Planning 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.

- Hourly rate: $600 an hour (Firm Principal or senior Advisor)

> $600 per hour for Firm Principal or senior Advisor

- Hourly rate: $450 an hour (Lead Advisor)

> $450 per hour for Lead Advisor

- Hourly rate: $300 an hour (Wealth Management Strategist)

> $300 per hour for Wealth Management Strategist

- Hourly rate: $200 an hour (Operations Staff)

> $200 per hour for Operations Staff

- Hourly rate: $125 an hour (Client Services)

> $125 per hour for Client Services

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $659,465,030
- Discretionary: $506,856,679
- Non-discretionary: $152,608,351

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 315 | $303,591,201 |
| High net worth individuals | 21 | $193,953,535 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 79 | $37,864,588 |
| Charitable organizations | 5 | $8,196,168 |
| Corporations or other businesses not listed above | 9 | $115,859,538 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IA, IL, KS, MO, ND, NM, PA, TX, VT, WA, WY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(1)(a): In the past ten years, has a domestic or foreign court issued an injunction against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151164

### Websites listed on Form ADV (Item 1.I)
- [buttonwoodfg.com](https://buttonwoodfg.com)
- Facebook @ButtonwoodFinancialGroup
- LinkedIn @buttonwood-financial-group-llc
- X @ButtonwoodFG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $510,715,273 | 10 | August 18, 2021 |
| October 2022 | $583,747,824 | 11 | April 29, 2022 |
| October 2023 | $532,353,343 | 11 | June 24, 2023 |
| October 2024 | $625,489,432 | 15 | August 27, 2024 |
| October 2025 | $696,762,721 | 14 | April 30, 2025 |
| October 2026 | $659,465,030 | 12 | March 31, 2026 |

Regulatory assets under management: $510,715,273 in the October 2021 data and $659,465,030 in the October 2026 data, up 29%.
Total employees: 10 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Registered or notice-filed in ND.

### December 2025
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buttonwood Financial Group, LLC (CRD 151164): Form ADV filing data as of October 2026.