Advisor at Expand Financial, LLC
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Firm
Expand Financial, LLC
Location
Waco, TX 76701
Credentials
Series 66
Industry experience
7 years
Toby Martinez is a financial advisor at Expand Financial, LLC in Waco, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Expand Financial in 2025, he worked for twelve years at Dimensional Fund Advisors. Expand Financial serves both individual clients, including high-net-worth individuals, and institutional clients such as retirement plans and charitable organizations. The firm employs a top-down macro-environmental investment approach focused on tactical asset allocation and sector rotation, managing portfolios through a combination of discretionary trading and coordination with clients’ other advisors.
Based on Expand Financial, LLC
Based on Expand Financial, LLC
Flat fees may be negotiated for investment management; Retirement Plan Services flat fees range from $100 to $75,000 annually
$200-$500 per hour for limited scope consulting projects
400 Austin Avenue
Waco, TX 76701
Texas
Expand Financial, LLC
2025 - Present (1 year)
Dimensional Fund Advisors
2013 - 2025 (12 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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