Quantrel W. Hedrick

BOX FINANCIAL ADVISORS

Grapevine, TX 76051

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CRD#: 6568962

Professional summary

Quantrel Wes Hedrick, CFP®, CPWA®, who also goes by Quantrel Weshon Hedrick, Wes Hedrick, is a registered financial advisor currently at BOX FINANCIAL ADVISORS, LLC located in Grapevine, Texas.

Quantrel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Quantrel has worked at 7 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Quantrel Weshon Hedrick | Wes Hedrick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Quantrel Wes Hedrick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

CPWA^®

Certified Private Wealth Advisor

Start date: 2022-08-16

Expire date: 2024-07-31

Experience

Current

April 16, 2026 - Present

BOX FINANCIAL ADVISORS, LLC

Office #1: 1600 W Northwest Hwy Suite 300, Grapevine, TX 76051

RIA

CRD#: 155623

Grapevine, TX

Past

May 22, 2025 - March 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC

RIA

CRD#: 167811

FRISCO, TX

Past

June 27, 2023 - June 2, 2025

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Plano, TX

Past

May 24, 2023 - June 2, 2025

VANGUARD MARKETING CORPORATION

CRD#: 7452

Plano, TX

Past

January 26, 2017 - March 21, 2017

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Irving, TX

Past

January 26, 2017 - March 21, 2017

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Irving, TX

Past

April 23, 2016 - November 8, 2016

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

WESTLAKE, TX

Past

February 10, 2016 - November 8, 2016

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOX FINANCIAL ADVISORS, LLC

BOX FINANCIAL | BOX FINANCIAL ADVISORS, LLC | BOX FINANCIAL ADVISORS

CRD#: 155623 / SEC#: 801-127749

RIA

Registered Investment Advisory firm - (4/26/2023 Approved)

Texas

Registered Investment Advisory firm - (5/1/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/26/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/23/2016

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/24/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/25/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/10/2016

General Securities Representative Examination

Current Firm

BOX FINANCIAL ADVISORS, LLC

BOX FINANCIAL | BOX FINANCIAL ADVISORS, LLC | BOX FINANCIAL ADVISORS

CRD#: 155623 / SEC#: 801-127749

RIA

Registered Investment Advisory firm - (4/26/2023 Approved)

Texas

Registered Investment Advisory firm - (5/1/2023 Terminated)

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Contact information

Main Address

1600 W Northwest Hwy Suite 300, Grapevine, TX 76051

Mailing Address

Phone number

(817) 865-1811

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/5/2026)

Regulatory assets under management

Total Number of Accounts	932
AUM (Assets Under Management)	$ 96,912,257

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Quantrel W. Hedrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Quantrel Wes Hedrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOX FINANCIAL ADVISORS, LLC

BAKER TILLY WEALTH MANAGEMENT, LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BOX FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/26/2023

Series 66

Date: 4/23/2016

Series 7TO

Date: 5/24/2023

SIE

Date: 4/25/2023

Series 7

Date: 2/10/2016

Current Firm

BOX FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOX FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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