Jordan Braithwaite
Buttonwood Wealth · Winchester, Virginia
Jordan Braithwaite is a fee-only financial advisor at Buttonwood Wealth in Winchester, Virginia. Buttonwood Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Buttonwood Wealth |
|---|---|
| Based in | Winchester, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $425.3M across 1,062 accounts |
| SEC registration | Investment adviser representative in VA · CRD 6156102 |
| Exams passed | Series 65 (2015) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | bwlegacy.com |
| Profile |
How Jordan's firm compares
- Buttonwood Wealth's average account is about $400,000, from its Form ADV (assets managed divided by 1,062 accounts).
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Questions about Jordan
Is Jordan Braithwaite a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Buttonwood Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Buttonwood Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jordan Braithwaite based?
Jordan Braithwaite is based in Winchester, Virginia.
Is Jordan Braithwaite registered with the SEC?
Yes. Jordan Braithwaite is registered as an investment adviser representative in VA (CRD 6156102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Buttonwood Wealth manage?
Buttonwood Wealth reports $425.3M across 1,062 accounts in assets under management.
How do I contact Jordan Braithwaite?
Through Jordan's website, bwlegacy.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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