Expand Financial Group, LLC is an adviser based in Burleson. It manages $25.35 million of regulatory assets for 205 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Louisiana, Montana, and Texas.
Expand Financial Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Expand Financial Group, LLC is $25.35 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Expand Financial Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Expand Financial Group is individuals with 127 clients and $22.59 million of assets under management. Among the 1 most similar advisory firms, Expand Financial Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $22.59 million for 127 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Expand Financial Group doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Expand Financial Group, LLC performs its advisory services is located at 11805 Hassop Lane, Burleson, TX 76028, which is also the mailing address of the firm. An additional office of the firm is in Campbell, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 916-521-5451. The normal business hours are 9am-5pm on Monday - Friday.