Kurt Louis Box
Investment adviser representative at Advocates Wealth Planning
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$448.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Advocates Wealth PlanningFeb 2006 to now
- Cypress Advisory Services Ltd., LLPOct 2005 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advocates Wealth Planning
Legal name: Your Advocates, Ltd., LLP
$448.1MAssets managed
193Clients
4Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4428158
- Firm CRD
- 138612