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Troy Thompson

Advisor at Transce3nd LLC

Updated today

Location

Middleton, ID

Credentials

Series 63, Series 65

Industry experience

1 year

About

Troy Thompson is a financial advisor at Transce3nd LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Realta Equities, Elite Assurance Team, Symmetry Financial Group, American Money Group, and Immigration and Customs Enforcement. Outside of his advisory role, he owns an e-commerce business selling products on Amazon. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and institutions, offering services such as investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party models and money managers.

Client services

Based on Transce3nd LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Transce3nd LLC

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Active portfolio management

Occupation focus

Based on Transce3nd LLC

Founder/Business Owner Retired

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Fee options

Percentage

Up to 1.65% annually as a wrap fee covering all advisory, third-party, and custodial costs

Commissions

Insurance products sold by IARs generate commissions, trails, or other compensation

Other

Fee-only: Financial planning fees range from $500 to $10,000, negotiable; Retirement plan advisory fees range from 0.50% to 1.00% annually plus fixed fees from $3,000 to $25,000 annually; Consulting fees negotiated per project

Location

Middleton, ID

Most active in

Idaho

Work history

Transce3nd, LLC

2025 - Present (1 year)

Realta Equities, Inc.

2025 - Present (1 year)

Elite Assurance Team

2022 - Present (4 years)

Symmetry Financial Group

2018 - 2022 (4 years)

American Money Group

2017 - 2018 (1 year)

Immigration and Customs Enforcement

2008 - 2018 (10 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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James C

Series 65

Eagle, ID

Cannon Wealth Group LLC

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Equity compensation tax strategy
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Ethan H

Series 66

Eagle, ID

GPWM Advisors LLC

Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Business succession planning Executive Founder/Business Owner
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Brent F

CFP®, Series 63, Series 66

Eagle, ID

Ford Investment Counsel LLC

Brent Ford is a CFP® professional with 27 years of experience in the financial industry. He is the sole advisor at Ford Investment Counsel LLC, an independent firm he founded in 2021. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of advisory services, he is also an independent insurance agent. Ford Investment Counsel LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as qualified retirement plans. The firm emphasizes ERISA plan consulting and 3(38) fiduciary services, employing a mix of strategies tailored to clients’ goals, time horizons, and risk tolerances.

College savings (529s, UTMA, etc.) Retirement income strategy Debt management Cash flow / budgeting Options & derivatives strategies
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Stephen S

CFP®, Series 63

Eagle, ID

Schulmerich & Associates Asset Management, LLC

Stephen Schulmerich is a CFP® with 36 years of industry experience and is currently a principal at Schulmerich & Associates Asset Management, LLC. He has been associated with Schulmerich & Associates since 1993. In addition to his advisory role, he is also licensed as an insurance agent. Schulmerich & Associates Asset Management provides discretionary asset management services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based investment approach focused on strategic asset allocation, diversification, and the use of broadly diversified passive/index funds.

Passive / index investing Wealth management Retired Founder/Business Owner
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John R

CFP®, Series 63, Series 65

Meridian, ID

Roslund, John Cabell

John Roslund is the sole advisor at Roslund, John Cabell, an independent firm based in Meridian, Idaho. He holds the CFP® designation and has 19 years of industry experience, with a career spanning over three decades at his current firm. The firm serves individual investors and trusts, offering comprehensive financial planning and investment advisory services focused on mutual funds, ETFs, individual stocks, and bonds. Its investment approach centers on asset allocation tailored to clients’ time horizons and risk tolerance, using research tools like Morningstar and Value Line, and managing accounts primarily on a non-discretionary basis with client approval required for trades.

General retirement planning General estate planning guidance Life insurance needs analysis
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Kyle R

Series 63, Series 66

Middleton, ID

Abundance Financial Planning

Kyle Restad is a financial advisor at Abundance Financial Planning with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Abundance Financial Planning since 2014. Abundance Financial Planning offers fee-only, advice-only financial planning and investment analysis services to individuals and high-net-worth clients. The firm provides non-discretionary, written recommendations focused on long-term investment principles and client goals, operating on flat and project-based fees without managing client assets directly.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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