Rachael Graf
Buttonwood Financial Group · Kansas City, Missouri
Rachael Graf is a fee-only financial advisor at Buttonwood Financial Group in Kansas City, Missouri, who holds the CFP credential. Rachael focuses on small business owners, founders (pre-exit) and equity compensation. Buttonwood Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | Buttonwood Financial Group |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $659.5M across 1,573 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO · CRD 6066712 |
| Exams passed | Series 66 (2015) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | buttonwoodfg.com |
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Questions about Rachael
Is Rachael Graf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rachael holds no broker registration, and Buttonwood Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rachael charge for financial advice?
Rachael's firm, Buttonwood Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rachael Graf based?
Rachael Graf is based in Kansas City, Missouri.
What does Rachael specialize in?
Rachael's specialties include small business owners, founders (pre-exit) and equity compensation. Rachael works with executives.
What credentials does Rachael Graf hold?
Rachael Graf holds the CFP credential.
Is Rachael Graf registered with the SEC?
Yes. Rachael Graf is registered as an investment adviser representative in MO (CRD 6066712), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Buttonwood Financial Group manage?
Buttonwood Financial Group reports $659.5M across 1,573 accounts in assets under management.
How do I contact Rachael Graf?
Through Rachael's website, buttonwoodfg.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
- Buttonwood Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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