Jeffrey Malcom
Buttonwood Financial Advisors · Baltimore, Maryland
Jeffrey Malcom is a fee-only financial advisor at Buttonwood Financial Advisors in Baltimore, Maryland, who holds the CFA credential. Buttonwood Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Buttonwood Financial Advisors |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $483.2M across 1,066 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD, TX · CRD 6141631 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | buttonwoodfa.com |
How Jeffrey's firm compares
- Buttonwood Financial Advisors's average account is about $453,000, from its Form ADV (assets managed divided by 1,066 accounts).
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Questions about Jeffrey
Is Jeffrey Malcom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Buttonwood Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Buttonwood Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Malcom based?
Jeffrey Malcom is based in Baltimore, Maryland.
What credentials does Jeffrey Malcom hold?
Jeffrey Malcom holds the CFA credential.
Is Jeffrey Malcom registered with the SEC?
Yes. Jeffrey Malcom is registered as an investment adviser representative in MD and TX (CRD 6141631), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Buttonwood Financial Advisors manage?
Buttonwood Financial Advisors reports $483.2M across 1,066 accounts in assets under management.
How do I contact Jeffrey Malcom?
Through Jeffrey's website, buttonwoodfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
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.
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