Firm
Sandbox Financial Partners
Bethesda, Maryland
Fee-only
Sandbox Financial Partners at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 11 employees and 498 individual clients, 273 of them high net worth.
- Its average account is about $429,000 (assets it manages divided by its 1,590 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Bethesda, Maryland |
|---|---|
| Website | thesandboxdaily.com |
| Phone | (301) 214-4190 |
Sandbox Financial Partners fees
Sandbox Financial Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $682 million |
| Individual clients | 225 |
| High-net-worth clients | 273 |
| Accounts managed | 1,590 |
| Employees | 11 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-113779) |
| Financial planning | Offered |
| Form ADV filed | May 21, 2026 |
| SEC record | CRD 297858 |