Sandbox Financial Partners, LLC fees and pricing

Financial planner in Bethesda, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 21, 2026, Sandbox Financial Partners, LLC charges $150⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$300/hr; “Project-based engagements may be offered at an hourly rate ranging from $150 to $300 per hour based on the experience of the Advisory Person rendering services and/or the complexity of the services provided.”

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

“The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“For Clients referred by the Advisor to an Independent Manager, the Client’s fee may be separately billed or deducted from the Client’s account[s] by the Independent Manager.”

Its hourly rate of $150-$300 is below the Maryland median of $300. 21% of the 156 other Maryland planners that publish an hourly rate charge less.
None of the 12 other planners in Bethesda that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 498
Employees: 11
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $681,669,971
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 297858
Website: facebook.com/sandboxfp (opens in new tab)
Phone: (301) 214-4190

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.