Transcend Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$93,540,508
Clients
119
25% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
119
Very HighAverage account size
$786,055
About
Transcend Wealth provides fee‑based financial planning and portfolio management to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary asset management, ad‑hoc project planning, and dedicated variable annuity management. The firm does not sell annuities or insurance for commission and relies on qualified custodians to hold client assets.
The firm’s advisory process is individualized and documented, beginning with a one‑hour discovery meeting and a 90‑minute data‑gathering session, followed by strategy and implementation meetings to establish an investment policy and asset allocation target; fundamental analysis is used in security selection and portfolios are monitored with periodic reviews. Financial planning engagements are offered on fixed‑fee or hourly bases, with plans typically delivered within 90 days and ongoing account reviews performed quarterly or as market conditions warrant.
Noteworthy among peers, Transcend Wealth regularly offers public educational seminars and workshops (priced at $49–$149 per person) that are explicitly educational rather than sales‑oriented, a service that is uncommon for firms in this category. The firm is led by a CFP® professional and combines a fee‑only advisory model with services such as variable annuity portfolio management, while affirming it does not accept commissions for product sales.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Social Security optimization
Divorce financial planning
Occupation focus
Retired
Fee options
$500 to $3,500, negotiable
$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.60% $3,000,001+: 0.50%
$100 to $250 per hour, negotiable
Main office location
Transcend Wealth
27600 Chagrin Blvd, Suite 445
Woodmere OH 44122, United States
Number of offices
1
Most active in
Transcend Wealth has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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