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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital
- Established Date
- 04-13-2018
- Office Locations
- 6
Office Locations
About Expand Financial Group, LLC
Expand Financial Group, LLC is a fee-only advisory firm providing holistic financial planning with investment, tax, and retirement planning for individuals and families navigating life changes. The firm emphasizes legacy and charitable giving as part of the plan. Portfolios are built around client goals, with ETFs a primary implementation vehicle, and the firm’s custody relationships include Charles Schwab.
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Owner & Executives
DAVID JAY BENNETT
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2648958
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jay Andrew Bennett
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- CRD
- #6690190
Joel David Bennett
Director
- CRD
- #7400354
Insight catalyst
Matrix harbor
- CRD
- #33458
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,221,159 | $146,197 |
| Non-Discretionary | $16,234,844 | $202,936 |
| Total | $113,456,003 | $152,290 |
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Separately Managed Accounts
Total SMA Asset: $113,456,003
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,110,173,980 | 39.1% |
| Cash | $2,752,225,568 | 34.6% |
| Public Funds | $2,092,009,607 | 26.3% |
| Total | $7,954,409,155 | 100.0% |