Kimberly Wines is a registered investment advisor at Buttonwood Wealth, based in Winchester, VA, with 26 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 406 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Buttonwood Wealth offers portfolio management through two platforms:
- Wrap Fee Program: A single, bundled fee covers portfolio management, custodial services, and transaction costs. The exact fee is negotiable, but will not exceed 1.50% annually.
- Betterment Platform: The advisory fee is 0.50% of the value of your account annually. Betterment also charges a platform fee of 0.25%.
Location
27 West Boscawen Street, Winchester, VA, 22601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kimberly operates Buttonwood Wealth, LLC as a DBA for her LPL business since January 2020. She also provides investment advisory services through Buttonwood Wealth as a Registered Investment Advisor Hybrid, dedicating about half of her time to this activity.
Employment History
Current Registrations
Buttonwood Wealth
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Invest Financial CorporationBroker
Invest Financial Corporation
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Wheat, First Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.