Transcend Advisor Group, LLC

Overview

Transcend Advisor Group, LLC is an independent registered investment advisor formed as an LLC and SEC-registered in 2021. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its billing arrangements include asset-based fees as well as hourly and flat-fee arrangements. Transcend is not positioned as an ESG investor, does not operate as a capital allocator or pension consultant, and its advisory activity is focused on direct client relationships rather than related-adviser structures. The firm lists formal industry connections with accountants, an insurance company, and a real estate broker, which likely supports its financial planning and insurance/real-estate referral capacity.

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Location & Offices