Mitchell
Smith

Buttonwood Financial Group, LLC

CRD#5978954
Investment Advisor
in Kansas City, MO

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About this Advisor

Mitchell Smith is a financial advisor based in Kansas City, Missouri, working with Buttonwood Financial Group, LLC. Mitchell has previously held a position at Buttonwood Financial Group, LLC and is registered to provide services in Missouri and Texas. Currently, Mitchell is part of Buttonwood Financial Group, LLC, which operates out of Kansas City, Missouri. The firm has 15 employees and manages assets totaling $625.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Buttonwood Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3013 Main Street
Kansas City, MO 64108-3323

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Buttonwood Financial Group, LLC Brokerage Details

Total Assets Under Management

$625,489,432

MO Average: $11,469,110,461
Total Number of Employees

15

MO Average: 458
Total Number of Accounts

2,005

MO Average: 33,415
Average Account Size

$311,965

MO Average: $343,232

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

2014 - Present (10 years)

Buttonwood Financial Group, LLC

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

Mitchell Smith
Kansas City, MO
Kyle Hogan
Kansas City, MO
Danielle Brown
Kansas City, MO
Carlos Carriedo Samaniego
Kansas City, MO
Samuel Wimberley
Kansas City, MO
Rachael Graf
Kansas City, MO
Timothy Wolfe
Kansas City, MO
Vincent Pastorino
Kansas City, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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