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
Celina, TX
Credentials
Series 65
Industry experience
4 years
Joel Bennett is a financial advisor at Expand Financial Group, LLC, holding a Series 65 designation with four years of industry experience. Before joining Expand Financial Group in 2020, he worked in education and healthcare roles, including positions at Corsicana Independent School District, Burleson Independent School District, and Wise Health System. Expand Financial Group is a team-based SEC-registered advisory firm with six professionals managing approximately $106.8 million for around 289 clients. The firm offers discretionary and non-discretionary asset management, comprehensive portfolio management, and standalone financial planning, using a combination of fundamental, technical, quantitative, and sector analysis in its investment process.
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
Celina, TX
Texas
Expand Financial Group
2020 - Present (6 years)
Corsicana Independent School District
2019 - 2022 (3 years)
Burleson Independent School District
2018 - 2019 (1 year)
Wise Health System
2016 - 2018 (2 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.
Series 63, Series 65
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ChFC®, Series 63
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Series 63, Series 66
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Ristau Capital, LLC
CFP®, Series 66
Mckinney, TX
Gray Financial Planning LLC
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