Dennis Coon
Transcend Wealth · Woodmere, Ohio
Dennis Coon is a fee-only financial advisor at Transcend Wealth in Woodmere, Ohio, who holds the CFP credential. Dennis charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Transcend Wealth |
|---|---|
| Based in | Woodmere, Ohio |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $93.5M across 223 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4649885 |
| Exams passed | Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.transcendwealth.com |
| Profile |
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Questions about Dennis
Is Dennis Coon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Transcend Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis charges a percentage of assets.
How much does Dennis charge?
According to Transcend Wealth's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Dennis Coon based?
Dennis Coon is based in Woodmere, Ohio.
What does Dennis specialize in?
Dennis's specialties include retirement planning and tax planning. Dennis works with retirees and pre-retirees.
What credentials does Dennis Coon hold?
Dennis Coon holds the CFP credential.
Is Dennis Coon registered with the SEC?
Yes. Dennis Coon is registered as an investment adviser representative in OH and TX (CRD 4649885), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Transcend Wealth manage?
Transcend Wealth reports $93.5M across 223 accounts in assets under management.
How do I contact Dennis Coon?
Through Dennis's website, www.transcendwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Transcend Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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