Buttonwood Wealth LLC

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Buttonwood Wealth LLC
CRD #305896
SEC #801-117676
CIK #
AUM 425.3 M (2026-02-11)
Employees 7 (86% Investors, 57% Brokers)
Fees
Minimum
Phone540-662-5233
Address27 West Boscawen Street
Winchester, VA 22601
Source [IAPD] [Website] [Facebook] [Instagram]
Total AUM ($M)
4503602701809002010201520212027
Fees and Compensation — Form ADV Part 2A (2/11/2026) [Brochure]
Fees and Compensation - Item 5

 Financial Planning Services Fees
 Buttonwood Wealth charges a negotiable hourly fee of $300.00 for financial planning services. Prior to engaging
 Buttonwood Wealth to provide financial planning services, Clients will be required to enter into a written financial
 planning agreement. The financial planning agreement will set forth the terms and conditions of the engagement
 and will describe the scope of the services to be provided. Fees are payable upon completion of the financial
 planning project. Buttonwood Wealth provides a full waiver of financial planning fees for clients who engage the
 firm for ongoing portfolio management services.

 Either party may terminate the financial planning agreement by written notice to the other. Refunds are not
 applicable since fees are payable in arrears.

 Portfolio Management Services - Wrap Fee Program
 Detailed information about the Buttonwood Wealth Wrap Fee Program and program fees is provided in the Form
 ADV Part 2A, Appendix 1 (Wrap Brochure) that is attached to this Form ADV Part 2A Disclosure Brochure.

 Web-Based Portfolio Management Services - Betterment Platform
 On an annualized basis our advisory fees for web-based portfolio management services are equal to 0.50% of the
 value of the assets in your account. Betterment will also charge a platform fee of 0.25% of your account value,

Buttonwood Wealth, LLC
Form ADV Part 2A

 which will be governed by a separate agreement between you and Betterment. 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. If the management agreement is executed at any time other than the first day of a calendar
 quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in proportion to the
 number of days in the quarter for which you are a client. Our advisory fee is negotiable, depending on individual
 client circumstances.

 Please refer to the Betterment documents for further information, such as any account minimums imposed by
 Betterment. Please see Item 12 of this Brochure for more information on Betterment and Brokerage Practices.

 You may terminate the portfolio management agreement upon 30-days' written notice to our firm. You will incur
 a pro rata charge for services rendered prior to the termination of the portfolio management agreement, which
 means you will incur advisory fees only in proportion to the number of days in the quarter for which you are a
 client. Please refer to your agreement with Betterment along with Betterment's disclosure brochure for specific
 information on how you may terminate your advisory relationship with them, along with other terms of the
 engagement. You should contact Betterment directly for questions regarding your advisory agreement with
 Betterment.

 Third Party Adviser Fees
 Advisory fees charged by third party investment advisers are separate and apart from our advisory fees. Advisory
 fees that you pay to third party investment advisers are established and payable in accordance with the Form
 ADV Brochure provided by each third party investment adviser to whom you are referred. These fees may or may
 not be negotiable. You should review the recommended third party adviser’s brochure and take into
 consideration their fees along with our fees to determine the total amount of fees charged to your account. In
 some cases, we will share in the fee charged by the third party adviser. Generally, the combined fee charged by
 Buttonwood Wealth and the third party adviser will be lower than 3% of Client assets under management. Clients
 are informed that a combined fee in excess of 3% of assets under management is in excess of industry norm and
 similar advisory services can be obtained for less. Depending on the third party adviser, Clients may or may not
 be able to negotiate the portion of the third party adviser fee payable to Buttonwood Wealth.

 You will be required to sign an agreement directly with the third party adviser(s). You may terminate your advisory
 relationship with the third party adviser(s) according to the terms of your agreement with the third party
 adviser(s). You should review each adviser’s brochure for specific information on how you may terminate your
 advisory relationship with the adviser and how you may receive a refund, if applicable. You should contact the
 third party adviser directly for questions regarding your advisory agreement with the third party adviser.

 Since our compensation may differ depending upon our individual agreement with each third party adviser, we
 have an incentive to recommend one third party adviser over another third party adviser with whom we have less
 favorable compensation arrangements or other advisory programs offered by third party advisers with which we
 have no compensation arrangements. At all times Buttonwood Wealth and its Associated Persons uphold their
 fiduciary duty of fair dealing with Clients.

 The third party investment adviser may offer wrapped or non-wrapped pricing options. Wrap pricing structures
 allow the Client to pay an all-inclusive fee for management, brokerage, clearance, custody, and administrative
 services. In a non-wrap pricing structure, the third party investment adviser’s fee may be separate from the
 advisory fee charged by Buttonwood Wealth. Transaction costs may also be charged for the execution and
 clearance of advisory transactions directed by such third party investment advisory services. A complete
 description of the programs and services provided, the amount of total fees, the payment structure, termination
 provisions and other aspects of each program are detailed and disclosed in: i) the third party investment adviser’s
 Form ADV Part 2A; ii) the program wrap brochure (if applicable) or other applicable disclosure documents; iii) the
...
Account Minimums and Types of Clients — Form ADV Part 2A (2/11/2026) [Brochure]
Types of Clients - Item 7

 We generally offer investment advisory services to individuals, pension and profit sharing plans and participants,
 trusts, estates, charitable organizations, corporations, and other business entities.

 Buttonwood Wealth does not require a minimum account size to establish an advisory relationship.

                       Methods of Analysis, Investment Strategies and Risk of Loss - Item 8

 Buttonwood Wealth advisors may use various methods to determine an appropriate investment strategy for your
 portfolio with the goal of reducing risk and increasing performance in each customized portfolio. We seek to
 recommend investment strategies or products that will give you a diversified portfolio consistent with your
 investment objective. We do this by analyzing the various products, investment strategies, and money
 management firms to which we provide access. That analysis includes a review of the structure, cost, and
 investment performance history of each program.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 292 88.1
(b) Individuals (high net worth individuals) 107 326.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 5 9.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 1.5
(n) Other 0 0.0
Total 1,062 425.3
By Discretionary
Discretionary 1,049 424.6
Non-Discretionary 13 0.7
Total 1,062 425.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 425.3
Total 1,062 425.3
Firm Profile (Form ADV)
Clients5
ServesInstitutional, Retail
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