Mitchell
Smith
Buttonwood Financial Group, LLC
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About this Advisor
Mitchell Smith is a certified financial planner operating out of Kansas City, Missouri, with a total of 5 years of industry experience. Smith is currently employed by Buttonwood Financial Group, LLC. During their career, the advisor has held roles at Labrunerie Financial, Bank Midwest and Buttonwood Financial Group, LLC. Smith is approved to advise clients in Missouri and Texas. Buttonwood Financial Group, LLC is a firm operating out of Kansas City, MO. It has $532 million in total assets between its 2,269 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 2,269 customer accounts, 62% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Buttonwood Financial Group, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fees charged by Buttonwood Financial Group, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buttonwood Financial Group, LLC Brokerage Details
$532,353,343
11
2,269
$234,620
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Mitchell Smith Work History
Mitchell has been registered as a financial advisor for 5 years.*
Buttonwood Financial Group, LLC
Labrunerie Financial
Bank Midwest
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mitchell Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Buttonwood Financial Group, LLC
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
