Box Financial Advisors, LLC logo

Box Financial Advisors, LLC

Updated today

Client assets under management

$91,156,986

Clients

232

47% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

77

High

Average account size

$392,918

About

Box Financial Advisors, LLC provides investment supervisory services and financial planning to individuals (including high-net-worth and accredited investors), as well as pension and profit-sharing plans and business entities. Services include ongoing portfolio management for individual and retirement accounts, the creation of client-specific investment policy statements, and advisory services to a special purpose vehicle offered through private placement.

The firm’s investment process is grounded in fundamental analysis and a long-term asset-allocation approach, with portfolios constructed to align with each client’s goals, risk tolerance, and liquidity needs. Box Financial evaluates both public securities and alternative investments—such as private placements and private funds—and may employ limited hedging techniques when deemed appropriate.

Compared with many peers, Box Financial serves as an adviser to a pooled special purpose vehicle and uses performance-based fee arrangements for that vehicle, with those offerings made via private placement documents to appropriately qualified investors. The firm is affiliated with an insurance agency and its representatives hold insurance licenses, and it periodically offers complimentary educational seminars, factors that may affect referral dynamics and suitability considerations for prospective clients.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Private / alternative investments Options & derivatives strategies Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning flat fee $1,500

Percentage

$1 - $99,999: Flat $1,000 $100,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.70% $10,000,000+: 0.55%

Performance-based

Performance-based fees charged in BFA SPV to qualified clients only

Other

Account minimum: $500,000 Minimum fee: $1,000 flat fee annually for $1 - $99,999 AUM Fee-only: Financial planning flat fee $1,500

Main office location

Box Financial Advisors, LLC

1600 W Northwest Hwy, Suite 300

Grapevine TX 76051, United States

Number of offices

1

Most active in

Louisiana · Nebraska · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Quantrel H

CFP®, Series 63, Series 66

Grapevine, TX

Box Financial Advisors, LLC

Quantrel Hedrick is a CFP® with three years of industry experience, currently serving as a financial advisor at Baker Tilly Wealth Management, LLC in Madison, WI. His prior experience includes roles at The Vanguard Group, Westwood Wealth Management, RGT Wealth Advisors, HD Vest Advisory Services, and Charles Schwab. Baker Tilly Wealth Management provides investment advisory, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, families, trusts, pension and profit-sharing plans, and governmental entities. The firm manages approximately $4.6 billion in regulatory assets across 21 advisors and employs IPS-driven asset allocation strategies with both discretionary and non-discretionary management options.

Private / alternative investments Options & derivatives strategies Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Mark R

CFP®, Series 63, Series 65

Grapevine, TX

Box Financial Advisors, LLC

Mark Reeves is a CFP® professional with 34 years of industry experience. He currently serves at Box Financial Advisors, LLC and has previously worked at firms including Cornerstone Financial Services, Independent Financial Group, Kestra Financial Services, and Nfp Securities. Outside of his advisory role, he coaches track and cross-country at Covenant Christian Academy and officiates track and field meets as a USATF certified official. Box Financial Advisors, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, pension plans, and business entities. The firm employs fundamental analysis with a mix of long- and short-term trading strategies and offers customized Investment Policy Statements, ongoing monitoring, and reporting.

Private / alternative investments Options & derivatives strategies Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Dustin P

Series 65

Grapevine, TX

Box Financial Advisors, LLC

Dustin Parker is a financial advisor with Box Financial Advisors, LLC in Grapevine, TX. He holds a Series 65 designation and has been with the affiliated Box Insurance Agency since 2007. Parker has been with Box Financial Advisors since 2026. Box Financial Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as pension plans and business entities. The firm employs fundamental analysis with a mix of long- and short-term trading and wealth strategies, offering services such as investment supervisory services, separately managed retirement accounts, and customized financial plans.

Private / alternative investments Options & derivatives strategies Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner
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