Advisor at Expand Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Expand Financial Group, LLC
Location
Burleson, TX
Credentials
Series 63, Series 65
Industry experience
29 years
David Bennett is a financial advisor at Expand Financial Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at G.A. Repple & Company and operated his own firm, David Bennett, Inc. Outside of investment advisory work, he is president of Expand Ministry, LLC and serves as a fundraising consultant for community churches, including the Community Church at Lakeridge and the Excel Leadership Network board. Expand Financial Group is a team-based SEC-registered advisory firm serving approximately 289 clients with discretionary and non-discretionary asset management, as well as financial planning and consulting services. The firm employs a portfolio approach utilizing stocks, bonds, mutual funds, ETFs, and alternative investments, incorporating fundamental, technical, quantitative, and sector analysis.
Based on Expand Financial Group, LLC
Financial planning flat fees range from $500 to $10,000, based on hourly rate and estimated hours
$0+: 1.50% annually (Asset Management service, negotiable) $0+: 1.75% annually (Comprehensive Portfolio Management service, negotiable)
Up to $350 per hour for financial consulting services
Retainer basis fees paid monthly, quarterly, or bi-annually based on estimated hours times hourly fee
Burleson, TX
Arizona · California · Florida · Louisiana · Nevada · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Washington
Expand Ministry, LLC
2021 - Present (5 years)
Expand Financial Group, LLC
2018 - Present (8 years)
G.A. Repple & Company
2006 - 2018 (12 years)
David Bennett, Inc.
2006 - 2021 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 65
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Series 66
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