Shane Farina
Box Hill Private Wealth · Scottsdale, Arizona
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.
Request an introduction to Shane →
Specialties
Facts
| Firm | Box Hill Private Wealth |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $137.5M across 193 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, LA, TX · CRD 5443573 |
| Exams passed | Series 63 (2007) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.boxhillprivatewealth.com |
| Profile |
How Shane's firm compares
- Box Hill Private Wealth's average account is about $712,000, from its Form ADV (assets managed divided by 193 accounts).
Request an introduction to Shane
Tell Shane a little about what you're looking for. Shane isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Shane
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.
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
- Box Hill Private 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.
See something wrong? Request a correction. Read our methodology.