Transcend Advisor Group, LLC
SEC RegisteredAbout the firm
Transcend Advisor Group offers financial planning services to help clients along every stage of their financial journey, from evaluating their current situation to implementing and monitoring their plan over their lifetime and beyond. Services are crafted by CERTIFIED FINANCIAL PLANNERS™ and include tax planning, account aggregation, gifting, wealth transfer, life insurance, and coordination with legal and tax professionals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, tax planning, account aggregation, gifting and charitable giving strategies, wealth transfer, life insurance, and coordination with existing legal and tax professionals.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 300 | $88M |
| High Net Worth Individuals | 60 | $165M |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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