A complete list of active advisors currently associated with Sandbox Financial Partners, LLC
Warmer can help you find a great advisor at Sandbox Financial Partners, LLC or one who fits your needs even better.
Sandbox Financial Partners is an SEC‑registered advisory firm that serves individuals, families, trusts, estates, charitable organizations, businesses and retirement plans, managing approximately $681.7 million across roughly 498 client relationships with a seven‑advisor team. The firm provides investment management, financial planning, and retirement plan advisory services and typically charges percentage‑of‑AUM fees while offering portfolio management for both individual and high‑net‑worth clients. Sandbox Financial constructs discretionary portfolios using a mix of active and passive mutual funds, ETFs, individual equities and fixed‑income securities, and may use inverse ETFs, options, alternative investments or Independent Managers where appropriate; the firm conducts periodic reviews and describes financial planning as a core part of client relationships. It also offers a Family Office Light bill‑pay/cashiering service through a third party and provides ERISA retirement plan support that can include 3(38) investment management and 3(21) oversight services. Distinctive features disclosed in the brochure include operation from multiple office locations and institutional/platform relationships with Fidelity and Schwab (including financial support and platform benefits from Fidelity) as well as a legacy brokerage arrangement with The Leaders Group for commissionable accounts. The firm also notes that several advisory persons are licensed insurance professionals who may earn separate commissions, and documents pro bono participation with Wings for Widows; these affiliations and revenue streams are disclosed as potential conflicts of interest.
To learn more about the advisors currently working at Sandbox Financial Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lakewood, FL
| 35
| |
Bethesda, MD
| 23
| |
Easton, PA
| 7
| |
Bethesda, MD
| 9
| |
Bethesda, MD
| 21
| |
Bethesda, MD
| 5
|
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