Box Financial Advisors, LLC

Box Financial Advisors, LLC (CRD# 155623) is a financial advisory firm headquartered in Grapevine, TX. They manage $29,700,000 in 395 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    395
    ACCOUNTS
  • Average Account Value
    $75,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Box Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Martin R. Day
CRD#: 3086193
1200 S. Main Street, Suite 1600, Grapevine, TX 76051
103
Wealthminder
score
Martin Day (CRD# 3086193) is an Investment Advisor Representative working at Box Financial Advisors, LLC in Grapevine, TX and has over 17 years of experience in the finance industry. Martin Day has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Clinton C. Snead
CRD#: 4234043
1200 S. Main Street, Suite 1600, Grapevine, TX 76051
96
Wealthminder
score

Clinton Snead (CRD# 4234043) is an Investment Advisor Representative working at Box Financial Advisors, LLC in Grapevine, TX and has over 16 years of experience in the finance industry.

3
Logan Bennett
CRD#: 6226945
7075 Main Street, Frisco, TX 75034
89
Wealthminder
score

Logan Bennett (CRD# 6226945) is an Investment Advisor Representative working at Box Financial Advisors, LLC in Frisco, TX and has over 3 years of experience in the finance industry.

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