Buttonwood Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Buttonwood Financial Group reports 429 clients. They include 315 individual clients, 79 pension and profit-sharing plans, and 21 high-net-worth individuals. Of its assets, 76.9% ($507M across 1,433 accounts) are managed with discretion; $153M across 140 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 46% |
| High-net-worth individuals | 5% | 29% |
| Pension and profit-sharing plans | 18% | 6% |
| Charitable organizations | 1% | 1% |
| Corporations and other businesses | 2% | 18% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 315 | $304M | 46.0% | $964K |
| High-net-worth individuals | 21 | $194M | 29.4% | $9.24M |
| Pension and profit-sharing plans | 79 | $37.9M | 5.7% | $479K |
| Charitable organizations | 5 | $8.2M | 1.2% | $1.64M |
| Corporations and other businesses | 9 | $116M | 17.6% | $12.9M |
| Total | 429 | $659M | 100% | $1.54M |
- Clients
- 315
- Regulatory AUM
- $304M
- AUM share
- 46.0%
- Avg. per client
- $964K
- Clients
- 21
- Regulatory AUM
- $194M
- AUM share
- 29.4%
- Avg. per client
- $9.24M
- Clients
- 79
- Regulatory AUM
- $37.9M
- AUM share
- 5.7%
- Avg. per client
- $479K
- Clients
- 5
- Regulatory AUM
- $8.2M
- AUM share
- 1.2%
- Avg. per client
- $1.64M
- Clients
- 9
- Regulatory AUM
- $116M
- AUM share
- 17.6%
- Avg. per client
- $12.9M
Total
- Clients
- 429
- Regulatory AUM
- $659M
- AUM share
- 100%
- Avg. per client
- $1.54M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Buttonwood Financial Group charges 0.40%–0.80% a year for its Investment Management Fee. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Family CFO Planning Services
- Family CFO planning is a negotiable fixed quarterly fee of $300 to $30,000, or hourly at $75 to $600 on rare occasions.
- Simplicity360 Services
- Annual fees for Simplicity360 services range from $1,000 to $100,000, depending on the services selected and generally negotiated.
McGraw JT Revocable Trust owns 75% or more of Buttonwood Financial Group and is in turn owned by Jon McGraw (75% or more). The leadership team of Buttonwood Financial Group includes President Jon McGraw. It has 12 employees, 7 of them in advisory roles.
Leadership
- Jon McGrawPresident, CCO, LLC Chairman
- Vincent PastorinoLead Advisor, LLC Member, LLC Vice Chairman
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 12 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 75% or more of Buttonwood Financial Group, LLC
McGraw JT Revocable Trust
Control person · since November 2004
- Owns 75% or more of McGraw JT Revocable Trust
Jon McGraw
Control person · since November 2004
- Owns 10% to 25% of Buttonwood Financial Group, LLC
Vincent Pastorino
Control person · since January 2016
Buttonwood Financial Group’s regulatory assets grew from $511M (April 2021) to $659M (March 2026); clients rose from 368 to 429 and employees from 10 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $659M | 429 | 12 | 1 |
| April 2025 | $697M | 548 | 14 | 1 |
| May 2024 | $625M | 403 | 15 | 1 |
| June 2023 | $532M | 404 | 11 | 1 |
| April 2022 | $584M | 387 | 11 | 1 |
| April 2021 | $511M | 368 | 10 | 1 |
Besides its headquarters, Buttonwood Financial Group has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 3013 Main Street, Kansas CityHQ
Contact and registration details
- Legal name
- Buttonwood Financial Group, LLC
- Headquarters
- 3013 Main Street, Kansas City, MO 64108-3323
- Website
- buttonwoodfg.com
- Phone
- 816-285-9000
- @buttonwood-financial-group-llc
- SEC file
- 801-70536
- Structure
- Missouri LLC
- Fiscal year end
- December
Buttonwood Financial Group uses Charles Schwab ($587M) as custodian for its separately managed accounts. Buttonwood Financial Group has custody of $348M in client assets for 325 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $587M100%
At year end, Buttonwood Financial Group’s separately managed accounts were mostly in funds (58%) and stocks (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $175M across 33 positions; the largest are Blackrock ETF Trust (17.8%), SPDR Series Trust (13.1%) and American Centy ETF TR (11.7%).
What the accounts hold
- Stocks22%
- Exchange-traded equities20%
- Non-exchange-traded equities2%
- Funds58%
- Bonds12%
- State and local bonds7%
- U.S. government and agency bonds5%
- Cash6%
- Other2%
- Includes fixed and variable annuities2%
Reported 13F holdings
- $175M
- Reported 13F value
- 33
- Positions
- 81.8%
- In the 10 largest
- +7.7%
- Value vs. prior quarter
- Blackrock ETF Trust · iShares US Equit17.8%
- SPDR Series Trust · ST Str P500etf13.1%
- American Centy ETF TR · Avantis Emgmkt11.7%
- American Centy ETF TR · Avantis US Larg8.7%
- Blackrock ETF Trust · Isha I IN TE ETF7.8%
- iShares TR · Long Term Muni5.7%
- American Centy ETF TR · US EQT ETF4.9%
- SPDR Series Trust · ST Str P500grw4.8%
- Blackrock ETF Trust · Isha LA Core ETF3.7%
- Global X Fds · Defense Tech ETF3.5%
Together, the ten largest are 81.8% of reported value.
How many clients does Buttonwood Financial Group have?
Buttonwood Financial Group has 429 clients and manages $659 million for them, as of March 2026. They include 315 individual clients, 79 pension and profit-sharing plans, and 21 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Buttonwood Financial Group offer?
Buttonwood Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Buttonwood Financial Group charge?
Buttonwood Financial Group charges 0.40%–0.80% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.
Which custodians does Buttonwood Financial Group use?
Buttonwood Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $587M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Buttonwood Financial Group have?
Buttonwood Financial Group has 7 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Buttonwood Financial Group invest in?
At the end of its last fiscal year, Buttonwood Financial Group’s separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 7% state and local bonds, 6% cash and equivalents, 5% U.S. government and agency bonds, 2% non-exchange-traded equities and 2% other. The 2% other category is described as: Includes Fixed and Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Buttonwood Financial Group?
Buttonwood Financial Group is owned through a trust by Jon McGraw. Its direct owners are McGraw JT Revocable Trust (75% or more) and Vincent Pastorino (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Buttonwood Financial Group get paid?
Buttonwood Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Buttonwood Financial Group registered with the SEC?
Yes, Buttonwood Financial Group has been registered with the SEC as an investment adviser since 24 August 2009. Its CRD number is 151164 and its SEC file number is 801-70536.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Buttonwood Financial Group?
Buttonwood Financial Group’s main office is at 3013 Main Street, Kansas City, MO 64108-3323. Its phone number is 816-285-9000. Its website is buttonwoodfg.com.