Grace Butterfield
Howard Financial Services · Dallas, Texas
Grace Butterfield is a fee-only financial advisor at Howard Financial Services in Dallas, Texas, who holds the CFP credential. Howard Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Grace →
Facts
| Firm | Howard Financial Services |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.40B across 1,276 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7738883 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.hfs-wm.com |
How Grace's firm compares
- Howard Financial Services's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,276 accounts).
Request an introduction to Grace
Tell Grace a little about what you're looking for. Grace isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Grace
Is Grace Butterfield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grace holds no broker registration, and Howard Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grace charge for financial advice?
Grace's firm, Howard Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Grace Butterfield based?
Grace Butterfield is based in Dallas, Texas.
What credentials does Grace Butterfield hold?
Grace Butterfield holds the CFP credential.
Is Grace Butterfield registered with the SEC?
Yes. Grace Butterfield is registered as an investment adviser representative in TX (CRD 7738883), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Howard Financial Services manage?
Howard Financial Services reports $1.40B across 1,276 accounts in assets under management.
How do I contact Grace Butterfield?
Through Grace's website, www.hfs-wm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.