Dustin Parker is a registered investment advisor at Box Financial Advisors, LLC, based in Grapevine, TX. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more. Their firm serves 235 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
Fees are negotiable. Accounts under $100,000 are charged a flat $1,000 fee.
Fee Estimator
Location
1600 W Northwest Hwy, Suite 300, Grapevine, TX, 76051
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Box Financial Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Quantrel Hedrick, CFPBox Financial Advisors, LLC
- John Boyle, CFPAscent Capital Partners, LLC
- Benjamin Davis, CFPStrategic Advisers LLC
- James Still, CFPJasi Financial, INC.
- Logan Bennett, CFPBrexton Family Financial, LLC
- Michael Franklin, CFP