Brexton Family Financial, LLC
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About
Brexton Family Financial provides comprehensive wealth management to individuals — including high-net-worth clients — as well as non-profit organizations and corporate/business clients. The firm delivers ongoing financial planning and discretionary portfolio management across a range of instruments, including stocks, bonds, mutual funds, ETFs, REITs and options.
The firm combines fundamental analysis with modern portfolio theory and typically pursues a long-term investment strategy, tailoring allocations and restrictions to each client’s investment policy statement. Accounts are managed on a discretionary basis with periodic reviews to assess asset allocation, investment strategy and performance.
Distinctively, Brexton uses a negotiable flat annual fee model rather than the more common percentage-of-assets fee and does not charge performance-based fees or participate in wrap fee programs. The firm reports no soft-dollar arrangements, maintains a third‑party custodial relationship, and operates with a compact advisory team managing roughly $79 million in discretionary assets.
Client services
Expertise
Fee options
Minimum fee: Annual flat fee ranging from $5,000 to $50,000, negotiable per client Fee-only: Flat annual fees for comprehensive wealth management services, negotiable
Main office
129 S. Main St., Suite 260
Grapevine TX 76051
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
Advisors at this firm
Martin D
CFP®, Series 63, Series 65
Grapevine, TX
Brexton Family Financial, LLC
Martin Day is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Brexton Family Financial, LLC since 2020 and previously spent ten years at Box Financial Advisors, LLC. Brexton Family Financial provides comprehensive wealth management services to individuals, non-profit organizations, and businesses, combining ongoing financial planning with discretionary portfolio management. The firm employs fundamental security analysis and Modern Portfolio Theory to build diversified, long-term portfolios tailored to clients’ investment policies and risk tolerances.
Logan B
CFP®, Series 65
Grapevine, TX
Brexton Family Financial, LLC
Logan Bennett is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Brexton Family Financial, LLC since 2023 and previously spent 10 years with Box Insurance Agency, Inc. and Box Financial Advisor. Brexton Family Financial provides comprehensive wealth management to individuals, non-profit organizations, and businesses, managing discretionary portfolios and integrating financial planning with tax, retirement, and estate considerations. The firm employs fundamental security analysis and Modern Portfolio Theory to build diversified portfolios tailored to clients’ investment policies and risk tolerances.
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