Jay Bennett is a registered investment advisor at Expand Financial Group, LLC, based in Burleson, TX, with 9 years of industry experience. Jay 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
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 Activities
Jay is an independent tax preparer since 2019, dedicating minimal time to this activity. Jay also works as a high school teacher, a full-time commitment during trading hours.
Employment History
Current Registrations
Expand Financial Group, LLC
Previous Registrations
G. A. Repple & Company
G. A. Repple & CompanyBroker
State Registrations2 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.