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TRANSCEND ADVISOR GROUP, LLC
SEC RegisteredMILWAUKEE, WIhttps://info@transcendadvisorgroup.com262-884-9983
Assets Under Management
$100M–$500M
Employees
4
Office Locations
2 offices
Total Accounts
799
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net Worth
Services
retirement_planningfinancial_planningestate_planningtax_planninginsurancecharitable_giving
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 300 | $88M |
| High Net Worth Individuals | 60 | $165M |
0 total clients reported on Form ADV.
Leadership
Charles Russell Eichner
CEO, CCO
Office locations
2 offices in 1 state
WI
MILWAUKEEHQ
WI
UNION GROVE
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#311746
SEC Number
801-120108
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $80,000 (waivable)
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Phone
262-884-9983Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRANSCEND ADVISOR GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.