Firm
Transcend Wealth
Woodmere, Ohio
Fee-only
Facts
| Based in | Woodmere, Ohio |
|---|---|
| Website | transcendwealth.com |
| [email protected] | |
| Phone | (216) 236-1106 |
Transcend Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $500,000 ($1 - $500,000) 1.25%" source
"Subsequent amounts ($3,000,001 and above) 0.50%" source
"First $500,000 ($1 - $500,000) 1.25%" source
"Our fees are based on a percentage of assets under management (AUM) and are fully disclosed before you engage our services." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $94 million |
| Individual clients | 89 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 292210 |