Sandbox Financial Partners
Sandbox Financial Partners (rebranding to Arca) is an employee-owned, fiduciary Registered Investment Advisor in Bethesda, MD, providing fee-based financial planning and investment management to professionals, business owners, retirees, and individuals navigating major life transitions nationally.
- Company typePrivate
- Founded2018
- HeadquartersBethesda, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Sandbox Financial Partners does
Sandbox Financial Partners is an employee-owned, independent Registered Investment Advisor (RIA) headquartered in Bethesda, Maryland, that has just rebranded to Arca in 2026. The firm operates on a fiduciary basis across a national client base, providing comprehensive financial planning and discretionary investment management for individuals, families, business owners, and retirees, with a particular specialty in divorce financial planning staffed by a CDFA-certified professional. Core offerings span investment management, retirement planning, tax and estate strategies, charitable gifting, ESG/sustainable investing, stock compensation advisory, 401(k) and business planning, women-focused wealth planning, and insurance planning; client assets are custodied at Fidelity and Schwab through an online Client Center portal.
The firm is structured around a small team of credentialed professionals (CEO Brian Salcetti, founder Fred Bohlander, Partner/CCO Andrew Salcetti, plus VPs of Investments, Financial Planning, and Wealth Advisors), with most senior members holding multiple designations (CFP, CFA, CDFA, CIMA, AIF, APMA, CRPC) and 15-32+ years of prior industry experience at firms including Fidelity, UBS, Northwestern Mutual, Ameriprise, and Guggenheim. The fee model is recurring AUM-based plus optional one-time financial planning engagements, billed annually.
The firm has invested heavily in brand-building relative to its size: repeated Forbes Best-in-State Wealth Advisor recognition (2021, 2023-2026), Bethesda Magazine 'Face of Wealth Management' (2021-2025), and Five Star Wealth Manager (2016-2025), alongside earned-media placements in Fortune, Bloomberg, Morningstar, Wall Street Journal, Washington Post, and Yahoo. Distribution is advisor-led, relying on a free initial consultation, content marketing (The Sandbox Daily newsletter, The Sandbox Pulse blog, podcast), social media, and referral pipelines from existing clients, CPAs, and estate attorneys; the SEC 13F disclosures (positions in RSPF and Texas Pacific Land Corporation) signal that the firm manages portfolios at the institutional reporting threshold.
Sandbox Financial Partners firmographics
Firmographics- Name
- Sandbox Financial Partners
- Legal name
- Sandbox Financial Partners LLC
- Website
- https://sandboxfp.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Sandbox Financial Partners (rebranding to Arca) is an employee-owned, fiduciary Registered Investment Advisor in Bethesda, MD, providing fee-based financial planning and investment management to professionals, business owners, retirees, and individuals navigating major life transitions nationally.
- Ownership category
- akta.pro rank
Sandbox Financial Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Tax-Focused Wealth Management RIAs (FSAAACAD)
Keywords
Where Sandbox Financial Partners is headquartered
LocationHeadquarters
- HQ city
- Bethesda
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Sandbox Financial Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Based Asset Management: Operates on a fee-based model where advisors earn a set fee based on the assets they manage and the financial planning services they provide. This structure ensures incentives are aligned with client interests - the firm succeeds when clients succeed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based model based on assets under management and financial planning services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels8 records
Sandbox Financial Partners product offering
Product offeringCore offering
Sandbox Financial Partners is an employee-owned, independent Registered Investment Advisor (RIA) providing comprehensive financial planning and investment management services as a fiduciary. The firm offers personalized financial strategies spanning retirement planning, tax and estate planning, divorce financial consulting, 401(k) and business planning, and stock compensation advisory, delivered via a recurring fee-based model aligned with assets under management.
Product overview
Sandbox Financial Partners is an employee-owned, independent Registered Investment Advisor (RIA) based in Bethesda, MD, operating as a fiduciary that provides comprehensive financial planning and investment management solutions. The firm offers a unified advisory platform centered on fiduciary financial management, supported by specialized services including divorce consulting, retirement planning, estate planning, tax strategies, charitable giving, sustainable investing, and stock compensation advisory. The company serves individuals, families, and business owners, and has recently rebranded to Arca.
Differentiator
Problem solved
Functional benefit
Products and services
- Fiduciary Financial Management
Quantifiable outcome
- The firm has been recognized with multiple industry awards including Forbes Best-in-State Wealth Advisor (2021, 2023, 2024, 2025, 2026), Bethesda Magazine Top Financial Professionals (2022, 2023, 2024, 2025), and Five Star Wealth Manager (2016-2025)
Companies that use Sandbox Financial Partners
Customer profileSegments2 records
Ideal customer profiles2 records
Sandbox Financial Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Sandbox Financial Partners partnerships and signals
Strategic signalRecent moves6 records
Expansion highlights6 records
Sandbox Financial Partners competitors and assessment
Company assessmentDirect peers
- Glassman Wealth Services: Independent, fee-based RIA providing comprehensive wealth management, tax, and estate planning to HNW individuals and families — closely comparable full-service fiduciary model with similar DC-area and national footprint.
- Garrett Planning Network: Network of independent, fee-only financial planners specializing in hourly and retainer financial planning for individuals and households — comparable financial-planning-led RIA approach with a referral-driven acquisition model.
- Buckingham Strategic Wealth: Independent, fee-only RIA offering comprehensive financial planning, investment management, and tax-aligned advice — closely aligned on fiduciary positioning, AUM-based pricing, and integration with major custodians.
- Carson Wealth: Comprehensive financial planning and investment management RIA serving business owners and individuals through an advisor-network model; closely matches Sandbox/Arca's comprehensive, planning-led service catalog and emphasis on serving professionals and business owners.
- Creative Planning: Large, employee-centric RIA providing comprehensive financial planning and investment management to high-net-worth clients nationwide — same fiduciary, fee-based, multi-specialty model as Sandbox/Arca, with a much larger scale footprint.
- Moneta Group: Employee-owned, fee-only RIA providing comprehensive financial planning and investment management — directly comparable fiduciary, independent ownership structure, and multi-specialty planning model.
Broad incumbents
- Edelman Financial Engines: Large, established RIA combining personal advisor service with a planning-led model; broader incumbent with overlapping fiduciary, fee-based, and financial-planning-led service lines aimed at mass-affluent and HNW clients.
- Commonwealth Financial Network: Independent broker-dealer and RIA-supporting platform providing comprehensive planning and investment management to affiliated advisors — adjacent incumbent enabling many RIAs of comparable size and service scope.
- Hightower Advisors: Multi-office RIA platform providing comprehensive financial planning, investment management, and concierge services to HNW clients; overlapping service mix with a broader geographic and scale advantage.
Emerging players
- Facet Wealth: Tech-forward, flat-fee RIA delivering comprehensive financial planning with digital tools — same fiduciary service catalog but delivered through a more scalable, technology-enabled model that pressures traditional boutique RIAs.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Sandbox Financial Partners social profiles
Digital presenceSandbox Financial Partners compliance and trust
Trust signalCompliance6 records
Sandbox Financial Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sandbox Financial Partners leadership team
Management profileNumber of profiles
Profiles8 records
Sandbox Financial Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sandbox Financial Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sandbox Financial Partners
What does Sandbox Financial Partners do?
Sandbox Financial Partners is an employee-owned, independent Registered Investment Advisor (RIA) providing comprehensive financial planning and investment management services as a fiduciary. The firm offers personalized financial strategies spanning retirement planning, tax and estate planning, divorce financial consulting, 401(k) and business planning, and stock compensation advisory, delivered via a recurring fee-based model aligned with assets under management.
Is Sandbox Financial Partners a public or private company?
Sandbox Financial Partners is a private company. It is classified as management employee owned and is currently operating.
When was Sandbox Financial Partners founded?
Sandbox Financial Partners was founded in 2018. It employs 1 to 10 people.
Where is Sandbox Financial Partners based?
Sandbox Financial Partners is headquartered in Bethesda, United States, in the North America region.
How does Sandbox Financial Partners make money?
One revenue line is on record: fee-Based Asset Management.
Who are Sandbox Financial Partners's main competitors?
Direct peers on record are Glassman Wealth Services, Garrett Planning Network, Buckingham Strategic Wealth, Carson Wealth, Creative Planning and Moneta Group. Broad incumbents are Edelman Financial Engines, Commonwealth Financial Network and Hightower Advisors. Facet Wealth is listed as an emerging player.
Does Sandbox Financial Partners have an API?
No public API is recorded for Sandbox Financial Partners.
What industry is Sandbox Financial Partners in?
Sandbox Financial Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.