Advisor at Sandbox Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sandbox Financial Partners, LLC
Location
Lakewood, FL
Credentials
Series 63, Series 65
Industry experience
35 years
Fixed fee project-based financial planning engagements based on expected duration.
0.50% to 1.50% annually (based on factors such as scope, complexity, and assets managed)
Certain advisory persons may earn commissions from insurance product sales, separate from advisory fees.
Financial planning services offered at hourly rates ranging from $150 to $300 per hour.
Account minimum: Sandbox Financial generally does not impose a minimum size for establishing a relationship. Fee-only: Investment advisory fees ranging from 0.50% to 1.50% annually based on assets under management; financial planning hourly rates from $150 to $300 per hour; fixed fees for project-based financial planning; retirement plan advisory fees from 0.25% to 1.00% annually or fixed fees.
Sandbox Financial Partners, LLC
2018 - Present (8 years)
Wells Fargo Advisors Financial Network, LLC
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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