Toby Ryan Martinez

Expand Financial, LLC

6 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching

Expand Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

1,599 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$1.8B

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

6300 Bee Cave Road, Building One, Austin, TX, 78746

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Expand Financial, LLC

November 2025 - Present · 3 mos

Previous Registrations

Dimensional Fund Advisors LP

January 2022 - November 2025 · 3 yrs 10 mos

Dfa Securities LLCBroker

February 2019 - September 2025 · 6 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.