Firm
Button & Button Wealth Management
Greensboro, North Carolina
Fee-only
Button & Button Wealth Management at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 16 individual clients.
- Its average account is about $194,000 (assets it manages divided by its 17 accounts).
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Greensboro, North Carolina |
|---|---|
| Website | buttonwealth.com |
| [email protected] | |
| Phone | (336) 800-4711 |
Button & Button Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.75% a year on the first tier of assets |
|---|---|
| Account minimum | $10,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"$0 to $49,999 - 1.75%" source
"$5,000,000 and greater - 0.50%" source
"$0 to $49,999 - 1.75%" source
"We have a low total plan minimum of $10,000 to get started." source
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 by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $3 million |
| Individual clients | 16 |
| Accounts managed | 17 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 320823 |