# Andrew Beil

> Andrew Beil is a fee-only financial advisor at StrongBox Wealth in Lee'S Summit, Missouri, who holds the CFP credential. Andrew focuses on retirement planning, family wealth transfer and small business owners. StrongBox Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-beil/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** StrongBox Wealth
- **Based in:** Lee'S Summit, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $562.4M across 1,698 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Family wealth transfer, Small business owners, Tax planning
- **Works with:** Executives, Multi-generational families, Ultra high net worth
- **CRD:** 6343436 (https://adviserinfo.sec.gov/individual/summary/6343436)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 63 (2014)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.strongboxwealth.com

## Frequently asked questions

### Is Andrew Beil a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and StrongBox Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, StrongBox Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Andrew Beil based?

Andrew Beil is based in Lee'S Summit, Missouri.

### What does Andrew specialize in?

Andrew's specialties include retirement planning, family wealth transfer, small business owners and tax planning. Andrew works with executives, multi-generational families and ultra high net worth.

### What credentials does Andrew Beil hold?

Andrew Beil holds the CFP credential.

### Is Andrew Beil registered with the SEC?

Yes. Andrew Beil is registered as an investment adviser representative in MO (CRD 6343436), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does StrongBox Wealth manage?

StrongBox Wealth reports $562.4M across 1,698 accounts in assets under management.

### How do I contact Andrew Beil?

Through Andrew's website, www.strongboxwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6343436): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://strongboxwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.