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Wellspent public graph/Firms/Buttfield & Associates
Firm

Buttfield & Associates

Red Bank, New Jersey

Fee-only

Buttfield & Associates at a glance

  • One of 217 fee-only firms based in New Jersey in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee and 18 individual clients, 5 of them high net worth.
  • Its average account is about $346,000 (assets it manages divided by its 53 accounts).

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

Based inRed Bank, New Jersey
Websitebuttfieldandassociates.com
Phone(732) 747-9473

Buttfield & Associates fees

Buttfield & Associates doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$18 million
Individual clients13
High-net-worth clients5
Accounts managed53
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedMarch 20, 2026
SEC recordCRD 128382

Advisors at this firm (1)

Other fee-only firms in Red Bank

Fee-only advisors in New Jersey