Box Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$91,156,986
Clients
232
Advisors
2
of 4 employees
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
Expertise
Occupation focus
Fee options
Financial planning flat fee $1,500
$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 fees charged in BFA SPV to qualified clients only
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
1600 W Northwest Hwy, Suite 300
Grapevine TX 76051
Advisors at this office
2
Most active in
Louisiana · Nebraska · Texas
Also doing business as
Box Financial · Box Financial Advisors · Box Financial Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Quantrel H
CFP®, Series 63, Series 66
Grapevine, TX
Box Financial Advisors, LLC
Quantrel Hedrick is a CFP® professional with four years of industry experience, currently advising at Box Financial Advisors, LLC. His prior roles include positions at Baker Tilly Wealth Management, The Vanguard Group, Westwood Wealth Management, and RGT Wealth Advisors. 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. The firm employs a fundamental analysis and long-term asset-allocation approach, managing portfolios aligned with clients’ goals, risk tolerance, and liquidity needs, and evaluates both public securities and alternative investments.
Dustin P
Series 65
Grapevine, TX
Box Financial Advisors, LLC
Dustin Parker is a financial advisor at Box Financial Advisors, LLC in Grapevine, TX, holding a Series 65 license. He has been with the firm since 2026 and has 19 years of experience at Box Insurance Agency. Box Financial Advisors provides investment supervisory services and financial planning to individuals, retirement plans, and business entities. The firm employs a fundamental and long-term asset-allocation approach, managing both public and alternative investments, including private placements and private funds.
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