Brian Salcetti
Sandbox Financial Partners · Bethesda, Maryland
Brian Salcetti is a fee-only financial advisor at Sandbox Financial Partners in Bethesda, Maryland. Sandbox Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sandbox Financial Partners |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $681.7M across 1,590 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 4719384 |
| Exams passed | Series 63 (2006) · Series 65 (2013) · Series 66 (2007) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.thesandboxdaily.com |
How Brian's firm compares
- Sandbox Financial Partners's average account is about $429,000, from its Form ADV (assets managed divided by 1,590 accounts).
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Questions about Brian
Is Brian Salcetti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Sandbox Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Sandbox Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Salcetti based?
Brian Salcetti is based in Bethesda, Maryland.
Is Brian Salcetti registered with the SEC?
Yes. Brian Salcetti is registered as an investment adviser representative in MD and TX (CRD 4719384), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sandbox Financial Partners manage?
Sandbox Financial Partners reports $681.7M across 1,590 accounts in assets under management.
How do I contact Brian Salcetti?
Through Brian's website, www.thesandboxdaily.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
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
- 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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