Expand Financial, LLC, based out of Mansfield, OH, is a small investment advisory firm specializing in comprehensive financial planning and wealth management. With a team of four dedicated professionals, including three experienced investment advisors, they provide expert guidance and personalized solutions to meet their clients' financial goals.
With an average of $45,340,000 in assets under management per investment advisor, Expand Financial's performance aligns with the industry average. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensur...
See more
Loading...
Assets Under Mgmt
$931.9M
Investment Professionals
3
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.