Xpand Investment LLC fees and pricing
Financial planner in Chula Vista, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 10, 2026, Xpand Investment LLC charges a flat or project fee of $3,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$5,000
“The fee for creating a financial plan typically ranges from $3,000 to $5,000, depending on the complexity of the work.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Xpand Investment LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Please note that lower fees for comparable services may be available from other sources. 1- Financial Planning services fees: 7 Financial planning services fees are billed on an hourly basis or as a flat fee.”
- “The client is billed quarterly, on the last day of the quarter, a percentage of the market value of the assets under management.”
- “The remaining amount is due upon completion, no later than 30 calendar days from the date the plan is delivered to the client.”
How Xpand Investment LLC’s fees compare
- Its flat or project fee of $3,000-$5,000 is below the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Chula Vista that publish a flat or project fee charge less.
About Xpand Investment LLC
“The construction of an investment policy statement engages the client in the financial planning process and provides clear guidelines to the portfolio manager.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 6
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $900,307
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317978
- Phone
- (858) 314-0071
Other planners in Chula Vista that publish fees
- Allora Wealth, LLCChula Vista$400/hr, $5,000
- Fourzan Financial LLCChula Vista$200-$2,000/hr, $500
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.