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- Custodian
- John Hancock ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-13-2023
- Office Locations
- 1
Office Locations
About Butterworth Financial LLC
Butterworth Financial LLC is a Danvers, MA Registered Investment Adviser led by CFP professional Mark S. Butterworth. The firm delivers personalized financial planning and wealth management for retirees/pre-retirees, working professionals and small business owners, including retirement, estate and legacy planning. Portfolios use a mix of investment alternatives with ongoing review meetings, and clients can view accounts through an online portal. Custody includes LPL Financial.
Reported data analysis
What the numbers show
Between December 3, 2025 and January 22, 2026, reported AUM increased 3.0%, from $100.3M to $103.3M.
Of the latest reported AUM, 97.1% is discretionary and 2.9% is non-discretionary.
The firm reports 1 advisory representatives and 140 clients, or 140 clients per representative. That equates to $737.9K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on January 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
MARK SPENCER BUTTERWORTH
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #2408252
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,300,000 | $261,198 |
| Non-Discretionary | $3,000,000 | $750,000 |
| Total | $103,300,000 | $266,237 |
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Separately Managed Accounts
SMA allocation detail is available
Butterworth Financial LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.