Firm
Xpand Investment
Chula Vista, California
Fee-only
Xpand Investment at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 6 individual clients.
- Its average account is about $50,000 (assets it manages divided by its 18 accounts).
- Its hourly rate of $200 is below the California median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Chula Vista, California |
|---|---|
| Website | xpandinvestment.com |
| Phone | (858) 314-0071 |
Xpand Investment fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,000 |
|---|---|
| Hourly | $200 an hour |
| Asset-based fee | 1.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
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 | $1 million |
| Individual clients | 6 |
| Accounts managed | 18 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 10, 2026 |
| SEC record | CRD 317978 |
Advisors at this firm (1)
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