David Bennett
David Bennett is a registered investment advisor at Expand Financial Group, LLC, based in Burleson, TX, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 308 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Expand Financial Group offers two investment management options:
- Asset Management: Fees are based on a percentage of the assets managed. For example, a $250,000 portfolio would incur an annual fee of $3,750 (1.50%), billed quarterly in advance.
- Comprehensive Portfolio Management: This includes asset management, financial planning, and consulting for a single fee of 1.75% of the assets managed. For example, a $250,000 portfolio would incur an annual fee of $4,375, billed quarterly in advance.
Fees are negotiable.
Location
Burleson, TX
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Regulatory History (1)
Regulatory
December 2023Other Business Activities
David is the owner of a financial advisory, dedicating nearly full-time hours, mostly during trading. He is also the president of Expand Ministry, LLC, a consultant and fundraising coach for Community Church at Lakeridge, and involved with David Bennett, Inc. and Excel Leadership Network Board, spending varying amounts of time on these activities.
Employment History
Current Registrations
Expand Financial Group, LLC
Previous Registrations
G. A. Repple & CompanyBroker
G. A. Repple & Company
California Plan of Church Finance INC.
Strongtower Financial, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.