Box Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“When clients take advantage of both our investment supervisory services and our financial planning services a minimum fee of $2,500 will apply.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Box Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are negotiable and the final fee schedule is attached as Exhibit I of the Investment Advisory Contract.”
• “Fees are generally structured as one month in arrears and five months in advance, meaning that at the time of billing, clients are charged for one month of services already rendered and five months of services to be provided.”
• “In all cases, BFA will not require or solicit payment of more than $1,200 in fees per client more than six months in advance, in accordance with applicable regulatory requirements.,Clients may terminate their contracts with fourteen days’ written notice.”

How Box Financial Advisors, LLC’s fees compare

• Its flat or project fee of $2,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.

About Box Financial Advisors, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

232

Employees

4

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$96,912,257

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

155623

Website

linkedin.com/company/box-financial-advisors (opens in new tab)

Phone

(817) 865-1811

Can advise clients in 3 states: Louisiana, Nebraska, Texas

Other planners in Grapevine that publish fees

• 9M Investments, LLCGrapevine$300/hr, $50/mo
• Flourish Financial PlanningGrapevine$250/hr, $497⁠-⁠$3,000
• Jasi Financial, Inc.Grapevine$300/hr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr

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