# Shane Farina

> Shane Farina is a fee-only financial advisor at Box Hill Private Wealth in Scottsdale, Arizona, who holds the CFP credential. Shane focuses on retirement planning, tax planning and estate & legacy planning. Box Hill Private Wealth reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Box Hill Private Wealth
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $137.5M across 193 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 5443573 (https://adviserinfo.sec.gov/individual/summary/5443573)
- **SEC registration:** Investment adviser representative in AZ, LA, TX
- **Exams passed:** Series 63 (2007), Series 65 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.boxhillprivatewealth.com

## Frequently asked questions

### Is Shane Farina a fee-only financial advisor?

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

### How does Shane charge for financial advice?

Shane's firm, Box Hill Private Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Shane Farina based?

Shane Farina is based in Scottsdale, Arizona.

### What does Shane specialize in?

Shane's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer.

### What credentials does Shane Farina hold?

Shane Farina holds the CFP credential.

### Is Shane Farina registered with the SEC?

Yes. Shane Farina is registered as an investment adviser representative in AZ, LA and TX (CRD 5443573), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Box Hill Private Wealth manage?

Box Hill Private Wealth reports $137.5M across 193 accounts in assets under management.

### How do I contact Shane Farina?

Through Shane's website, www.boxhillprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5443573): 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://boxhillprivatewealth.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.