Box Financial Advisors

Name

Box Financial Advisors

Legal name

Box Financial Advisors

Website

https://boxfinancialadvisors.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Comprehensive Financial Planning (FSAEAAAA), Fee-Only Advisory (FSAEAAAL), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Financial planning services
• Wealth management advisory
• Retirement planning services
• Investment management advisory
• Estate planning services

Headquarters

HQ city

Minneapolis

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory and Wealth Management Services: The firm provides comprehensive financial planning and wealth management services, operating as an independent affiliated practice of Cetera Wealth Services, LLC. Revenue is generated through advisory fees related to AUM and/or service fees for financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning services.
2. Securities and Investment Products: Securities are offered through Cetera Wealth Services, LLC, a FINRA/SIPC member broker-dealer. The firm provides access to investment products including stocks, bonds, mutual funds, and other securities as part of comprehensive wealth management.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Box Financial Advisors is a full-service financial advisory firm that provides comprehensive wealth management, financial planning, investment management, tax planning, insurance planning, retirement planning, executive compensation guidance, 401(k) planning, business planning, and estate & legacy planning services to individual clients and families. The firm operates as an independent affiliated practice of Cetera Wealth Services, LLC, with securities offered through Cetera and advisory services delivered directly through a dedicated team of financial advisors.

Product overview

Box Financial Advisors is a full-service financial planning firm that offers a comprehensive suite of wealth management services. The firm operates as a unified service offering rather than a platform-plus-modules architecture. Core services include Wealth Management, Financial Planning, Tax Planning, Insurance Planning, Investment Management, Retirement Planning, Executive Compensation, 401(k) Planning, Business Planning, and Estate & Legacy Planning. Client-facing technology includes the AdviceWorks portal and mobile app for account access and financial tracking. The firm also provides educational content through the 'Out of the Box' podcast/webinar series and downloadable planning guides for retirement and survivor planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive approach to growing, protecting, and using wealth through personalized strategies that align financial goals with exceptional life objectives. Targeted at individuals and families with substantial investable assets.
• Financial Planning Planning process designed to provide clarity and confidence, addressing all aspects of a client's financial world to empower informed decision-making. Targeted at individuals, families, and high-net-worth households.
• Tax Planning Integration of tax-intelligent strategies into overall financial plans to reduce tax liabilities and keep clients on track to their goals. Targeted at individuals, families, retirees, and business owners.
• Insurance Planning Protection solutions aligned with life goals, offering security through every stage of life. Targeted at individuals and families seeking risk management and protection coverage.
• Investment Management Thoughtful approach balancing risk and opportunity with customized portfolios to grow wealth and support exceptional life goals. Securities are offered through Cetera Wealth Services, LLC, a FINRA/SIPC member broker-dealer. Targeted at individuals, families, and high-net-worth households.
• Retirement Planning Personalized and tax-efficient income strategies to help maintain desired lifestyle throughout retirement years. Targeted at pre-retirees and retirees seeking healthcare cost planning, Social Security optimization, and long-term care planning.
• Executive Compensation Guidance for executives with unique compensation packages including stock options, deferred compensation, and other benefits. Targeted at corporate executives and senior-level employees.
• 401(k) Planning Business retirement plan creation for employers and individual guidance on maximizing workplace retirement savings. Targeted at employers seeking plan creation and individuals with workplace retirement accounts.
• Business Planning Services for entrepreneurs and business owners including succession planning and alignment of business goals with personal aspirations. Targeted at business owners seeking integrated business and personal financial planning.
• Estate & Legacy Planning Ensuring efficient wealth transfer guided by values and intentions, protecting family and future generations. Targeted at families focused on multi-generational wealth transfer and charitable giving.
• AdviceWorks Client Portal All-in-one cloud-based client portal platform with smart collaborative tools for holistic financial management, allowing clients to view accounts, store documents, and track financial goals. Targeted at clients of Box Financial Advisors for self-service account access.
• AdviceWorks Mobile App Mobile application available on iOS and Android for seamless access to financial management tools on the go. Targeted at clients of Box Financial Advisors for self-service mobile account access.

Quantifiable outcome

• Dedicated fiduciary service with objective advice and transparent communication in clients' best interests
• +1 more outcomes

Named customers2 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• Cetera Wealth Services, LLCcoreChannel Partner/ Reseller/ DistributorBox Financial Advisors is affiliated with Cetera Wealth Services, LLC (formerly Cetera Advisor Networks), a FINRA/SIPC member broker-dealer. Cetera provides technology platforms, compliance oversight, research and planning resources, and operational support. Securities are offered exclusively through Cetera representatives, while Box Financial Advisors retains independence in advisory recommendations.
• AdviceWorkscoreTechnology or IntegrationAdviceWorks is the client portal and financial planning platform used by Box Financial Advisors and Cetera. The all-in-one platform provides clients with account aggregation, document storage, goal tracking, and financial planning tools.

Scale indicators4 records

Recent moves3 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/box-financial-advisors-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Box Financial Advisors