AdvicePeriod “Partner Advisor of the Year” (2019)
AdvicePeriod “Planner of the Year” (2018)
AdvicePeriod “Fastest Growing Partner Advisor” (2017)
Todd Butler, CFP® is a Partner Advisor with AdvicePeriod. For more than 20 years he has delivered customized and creative financial strategies and exceptional client service. Todd and his dedicated team work with individuals, families, and same-sex couples. He counts among his loyal clients numerous entrepreneurs, corporate and studio executives, educators, doctors, and attorneys.
Todd manages a highly detail-oriented and rapidly growing advisory practice supported by dedicated team members advisor Ross Kroll, CFP® and associate Spencer Fonseca and the broader AdvicePeriod advisory support team. Todd’s team’s average annual client retention ratio is over 99%.
Todd earned his BS degree from Towson University of Maryland and holds the Financial Industry Regulatory Authority (FINRA) Series 65 license. Todd was awarded the CERTIFIED FINANCIAL PLANNER™ designation by the CFP® Board of Standards and scored in the top 1% of CFP® candidates, which qualified him to become a CFP® SUBJECT MATTER EXPERT.
In his spare time, Todd enjoys Stand Up Paddle (SUP) surfing, days at the beach, RV camping, hiking, and fishing with his wife Britton, his sons Knox (5) and Declan (3) and his friends and family.
- (424) 355-0232