Brexton Family Financial, LLC

Updated today

Find your advisor

Client assets under management

$79,379,421

Clients

105

51% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$755,994

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

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Other

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 location

Brexton Family Financial, LLC

Grapevine TX, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Instagram Website (817) 725-5485

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.

Wealth management

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.

Wealth management

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support