Steven Pugliese is a CFP-designated registered investment advisor at Buttonwood Wealth, based in Winchester, VA, with 15 years of industry experience. Steven 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.
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Steven is a managing member of Pugliese & Company, LLC, an accounting firm, since 2013. This activity is not investment-related and takes nearly full-time hours, including time during securities trading hours.
Employment History
Current Registrations
Buttonwood Wealth
Previous Registrations
Wealth Management Strategies Group, LLC
State Registrations1 state
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