Sandbox Financial Partners, LLC logo

Sandbox Financial Partners, LLC

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Total assets under management

$575,171,012

Total clients

493

53% high-net worth

Total advisors

7

of 11 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

70

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Sandbox Financial Partners, LLC

6903 Rockledge Drive, Suite 300

Bethesda MD 20817, United States

Number of offices

5

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