Toby Martinez
Expand Financial · Littleton, Colorado
Toby Martinez 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.
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Facts
| Firm | Expand 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 TX · CRD 7027183 |
| Exams passed | Series 66 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.expandwealth.com |
How Toby's firm compares
- Expand Financial's average account is about $1.4 million, from its Form ADV (assets managed divided by 1,959 accounts).
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Questions about Toby
Is Toby Martinez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Toby 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 Toby charge for financial advice?
Toby's firm, Expand Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Toby Martinez based?
Toby Martinez is based in Littleton, Colorado.
Is Toby Martinez registered with the SEC?
Yes. Toby Martinez is registered as an investment adviser representative in TX (CRD 7027183), 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 Toby Martinez?
Through Toby'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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