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Advisor

Quintan Kocher

Expand Financial · Littleton, Colorado

Quintan Kocher is a fee-only financial advisor at Expand Financial in Littleton, Colorado. Expand Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmExpand Financial
Based in Littleton, Colorado
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$2.77B across 1,959 accounts
SEC registration Investment adviser representative in OH, TX · CRD 6011295
Exams passedSeries 65 (2012)
Firm size6 employees
Disclosures None reported
Websitewww.expandwealth.com

How Quintan's firm compares

  • Expand Financial's average account is about $1.4 million, from its Form ADV (assets managed divided by 1,959 accounts).

What fee-only advisors charge in Colorado

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Questions about Quintan

Is Quintan Kocher a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Quintan holds no broker registration, and Expand Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Quintan charge for financial advice?

Quintan's firm, Expand Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Quintan Kocher based?

Quintan Kocher is based in Littleton, Colorado.

Is Quintan Kocher registered with the SEC?

Yes. Quintan Kocher is registered as an investment adviser representative in OH and TX (CRD 6011295), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Expand Financial manage?

Expand Financial reports $2.77B across 1,959 accounts in assets under management.

How do I contact Quintan Kocher?

Through Quintan's website, www.expandwealth.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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