Andrew Beil
StrongBox Wealth · Lee'S Summit, Missouri
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.
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Specialties
Who they serve
- Executives
- Multi-generational families
- Ultra high net worth
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 | $562.4M across 1,698 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO · CRD 6343436 |
| Exams passed | Series 63 (2014) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.strongboxwealth.com |
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Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- StrongBox Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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