Transce3nd LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“Financial Planning fees range from $500 to $10,000 and are negotiable.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Transce3nd LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees will be calculated as a percentage of assets under management (AUM) based on the average daily balance of account(s) and deducted from Client account(s) in arrears on a monthly basis.”
• “At our discretion, our Firm will allow advisory fees to be paid by check as indicated in the Investment Advisory Agreement.”
• “Fees are billed monthly in arrears based on the average daily balance by the 5th business day of each month.”

How Transce3nd LLC’s fees compare

• Its flat or project fee of $500-$10,000 spans the Texas median of $3,850. 59% of the 401 other Texas planners that publish a flat or project fee charge less.

About Transce3nd LLC

• Firm size: 60 employees.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

1,581

Employees

60

Works with

Individuals, high net worth individuals, investment companies, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$418,926,290

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

317745

Website

transcendim.com (opens in new tab)

Phone

(512) 268-9220

Can advise clients in 28 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Idaho, Illinois, Kansas, Louisiana, Minnesota, Missouri, North Carolina, North Dakota, Nebraska, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

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