Natalie Neaton is a registered investment advisor at Expand Financial, LLC, based in Littleton, CO, with 14 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,858 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Flat fees may be negotiated. Fees are assessed on all managed and non-managed assets.
Fee Estimator
Location
Littleton, CO
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Natalie owns a small percentage of Brother Bond, a privately held bourbon company, but performs no work for them. She also sells insurance (medical, dental, vision, STD, LTD, life) and is a 401k advisor for RIA Aveo Capital, and sits on the board of A Little Help, a Denver non-profit.
Employment History
Current Registrations
Expand Financial, LLC
Previous Registrations
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Aveo Capital Partners, LLC
Capital Investment Management
Capital Investment Management
First Allied Securities, INC.Broker
State Registrations1 state
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.