Jeffrey Hahn is a CFP-designated registered investment advisor at Buttonwood Wealth, based in Winchester, VA, with 18 years of industry experience. Jeffrey 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.
Learn about disclosures →Other Business Activities
Jeffrey is involved in several business activities, including Buttonwood Wealth (for tax/investment purposes and as a Registered Investment Advisor) and Trubar, LLC (real estate rental). He spends nearly full-time hours providing investment advisory services through Buttonwood Wealth LLC.
Employment History
Current Registrations
Buttonwood Wealth
LPL Financial LLCBroker
Previous Registrations
Wiseman & Associates Wealth Management
LPL Financial LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations13 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.