Firm
Expand Financial
Littleton, Colorado
Fee-only
Expand Financial at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 7 advisors are listed here; 1 of 7 hold the PFS.
- Its Form ADV reports 6 employees and 119 individual clients, 32 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 1,959 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Littleton, Colorado |
|---|---|
| Website | expandwealth.com |
| Phone | (720) 387-8158 |
Expand Financial fees
Expand Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.8 billion |
| Individual clients | 87 |
| High-net-worth clients | 32 |
| Accounts managed | 1,959 |
| Employees | 6 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-121644) |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 152515 |