Overview
Assets Under Management: $113 million
High-Net-Worth Clients: 65
Average Client Assets: $1.1 million
Frequently Asked Questions
EXPAND FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #293160), EXPAND FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
EXPAND FINANCIAL GROUP, LLC serves 65 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, EXPAND FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
EXPAND FINANCIAL GROUP, LLC manages $113 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, EXPAND FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.71%
Average Client Assets: $1.1 million
Total Client Accounts: 745
Discretionary Accounts: 665
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 293160
Filing ID: 2080564
Last Filing Date: 2026-03-24 09:10:22