# Expand Financial

Expand Financial is a Bank / Wealth / Trust based in Waco, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Waco, United States
- **Region:** North America
- **Address:** Waco, TX, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** expandfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/expand-financial-llc

## Regulatory record

- **CRD number:** 152515
- **SEC file number:** 801-121644
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152515

## About

Established in Waco, Texas in 2007, Expand Financial constructs diversified portfolios from public-market securities, mutual funds, and exchange-traded funds for individuals, families, and small institutions while conducting estate planning reviews and retirement-income structuring. The firm has not disclosed assets under management, team size, or investment holdings, and its website publishes no sector targets or alternative-asset allocations. It maintains an independent posture with no reported additional offices, named investment committee, or leadership changes as of May 2024.

## Sectors

- Retirement Plan Consulting
- 401k Advisory
- Fiduciary Services

## Related profiles

- [Exemplar Wealth Advisors](https://altss.com/profile/exemplar-wealth-advisors)
- [Experiential Wealth](https://altss.com/profile/experiential-wealth)

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Last updated: 2026-07-11T16:22:54.000Z

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