Overview

Headquarters
Denver, CO
Total Firm Assets
$155 million
Average High-Net-Worth Client Portfolio Size
$3.3 million

Fee Disclosure

Source: BUTLER FINANCIAL SERVICES, INC - PART 2A (2026-03-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $3,000,000 1.00%
$3,000,001 and above 0.75%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $45,000 0.90%
$10 million $82,500 0.82%
$50 million $382,500 0.76%
$100 million $757,500 0.76%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
94.63%
Number of High-Net-Worth Clients
44
Total Client Accounts
309
Discretionary Accounts
307
Non-Discretionary Accounts
2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
118244
  • BUTLER FINANCIAL SERVICES, INC - PART 2A (2026-03-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

Related Resources

Find Similar Advisors

Browse CO advisors

Learn About Fees

How advisor fees work and what to expect

Compare Top Firms

Forbes and Barron's rankings of leading RIAs

Advisor Selection Guide

Understanding advisor types and credentials