TRANSCEND ADVISOR GROUP, LLC

Overview

Transcend Advisor Group, LLC is an independent registered investment adviser focused on individual and family clients, with advisory work centered on financial planning and portfolio management for individuals and small businesses. The firm runs predominantly discretionary portfolios and favors liquid public-market exposure, with an explicit tilt toward exchange-traded equities and ETF instruments as the primary building blocks of client portfolios. Fee arrangements are flexible — percentage of AUM, hourly and fixed-fee engagements are used depending on client needs. The firm is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Industry relationships include affiliations with accountants, an insurance company and a real estate broker, which support planning, insurance solutions and access to real estate-related opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices