Sandbox Financial Partners, LLC

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Total assets under management

$575,171,012

Total clients

493

53% high-net worth

Total advisors

of 11 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$1,166,675

About

Sandbox Financial Partners provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses and retirement plans. The firm offers both discretionary portfolio management and standalone planning engagements, and it serves as an ERISA fiduciary for retirement plan clients when engaged to do so.

Sandbox Financial builds individualized portfolios using a mix of active and passive mutual funds, ETFs, individual equities and fixed income, and may employ inverse ETFs, options and alternative investments where appropriate. The firm emphasizes asset allocation and periodic portfolio review, may recommend unaffiliated independent managers for portions of client portfolios, and integrates financial planning into ongoing client relationships.

Compared with many peers, Sandbox operates through a multi‑office team structure (five offices and seven advisors) while managing roughly $575 million in client assets and discloses institutional relationships with custodians that provide technology and other economic benefits. The firm’s disclosures also note that several advisory persons are licensed insurance professionals and that it maintains a broker‑dealer consulting arrangement for legacy commissionable accounts, and it documents pro bono financial counseling through its Wings for Widows affiliation and highlights advisors’ third‑party professional credentials (e.g., CIMA, CFA, AIF).

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed fee project-based financial planning engagements based on expected duration.

Percentage

0.50% to 1.50% annually (based on factors such as scope, complexity, and assets managed)

Commissions

Certain advisory persons may earn commissions from insurance product sales, separate from advisory fees.

Project-based

Financial planning services offered at hourly rates ranging from $150 to $300 per hour.

Other

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.

Disclosures

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:

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.

Main office location

Sandbox Financial Partners, LLC

6903 Rockledge Drive, Suite 300

Bethesda MD 20817, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website (301) 214-4190

Advisors at this firm

Daniel C

Series 65

Easton, PA

Sandbox Financial Partners, LLC

Brian S

Series 63, Series 65, Series 66

Bethesda, MD

Sandbox Financial Partners, LLC

James D

Series 63, Series 65

Bethesda, MD

Sandbox Financial Partners, LLC

Frederick B

Series 63, Series 65

Lakewood, FL

Sandbox Financial Partners, LLC

William B

Series 66

Bethesda, MD

Sandbox Financial Partners, LLC

Blake M

CFA®, Series 66

Annapolis, MD

Sandbox Financial Partners, LLC

Steven S

Series 66

Bethesda, MD

Sandbox Financial Partners, LLC

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