Steven Pugliese
Buttonwood Wealth · Winchester, Virginia
Steven Pugliese is a fee-only financial advisor at Buttonwood Wealth in Winchester, Virginia, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 5556782 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | bwlegacy.com |
How Steven'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 Steven
Is Steven Pugliese a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven's firm, Buttonwood Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Steven Pugliese based?
Steven Pugliese is based in Winchester, Virginia.
What credentials does Steven Pugliese hold?
Steven Pugliese holds the CFP credential.
Is Steven Pugliese registered with the SEC?
Yes. Steven Pugliese is registered as an investment adviser representative in VA (CRD 5556782), 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 Steven Pugliese?
Through Steven'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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