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Russell Babiarz

Advisor at Transcend Capital Advisors, LLC

Updated today

Location

Madison, NJ 07940

Credentials

Series 65

Industry experience

2 years

About

Russell Babiarz is a financial advisor at Transcend Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Transcend Capital Advisors since 2023. Outside of financial advising, he is the founder of Babz LLC, where he has been developing a social networking mobile app since 2019. Transcend Capital Advisors provides holistic financial planning and portfolio management services to individuals, family offices, trusts, and other entities. The firm emphasizes long-term, diversified asset allocation tailored to clients' risk tolerance and financial objectives, offering both discretionary and non-discretionary management through a multi-team structure.

Client services

Based on Transcend Capital Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Transcend Capital Advisors, LLC

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Transcend Capital Advisors, LLC

Founder/Business Owner Executive

Fee options

Fixed

Financial planning and consulting fees include a $1,000 advance deposit; remainder invoiced upon completion or semi-annually for ongoing services.

Percentage

$0+: Negotiable, generally up to 2.00% annually +:

Commissions

Certain advisory persons are also registered representatives and insurance agents who receive commissions separately from Transcend fees.

Project-based

Financial planning and consulting fees for ad-hoc/project-based consultations vary by service and experience of personnel.

Other

Fee-only: Advisory fee based on a percentage of assets under management, negotiable, up to 2.00% annually; financial planning fees: $1,000 advance deposit plus additional fees depending on scope; retirement plan advisory fees asset-based; retirement plan consulting and SIMPLE IRA fees per agreement.

Location

7 Giralda Farms, Suite 300

Madison, NJ 07940

Most active in

New Jersey

Work history

Transcend Capital Advisors

2023 - Present (3 years)

OneValley

2020 - 2020 (1 year)

Babz LLC

2019 - Present (7 years)

University of Miami

2017 - 2021 (4 years)

YMCA Camp Tockwogh

2017 - 2017 (1 year)

Milwaukee Bucks

2016 - 2016 (1 year)

Greenwich High School

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Annuities
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Passive / index investing
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Series 63, Series 65

Madison, NJ

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Passive / index investing
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Randolph, NJ

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Wealth management Passive / index investing
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