Transcend Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$250/hr

“The hourly fee for these services ranges between $100 and $250 per hour and is negotiable.”

Flat or project fee

$500⁠-⁠$3,500

“The fixed fee can range from $500 to $3,500 and is negotiable.”

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

How Transcend Wealth bills

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

• “Fees will be due at plan delivery/project completion and are billed in 12 minute increments (1/5 of an hour).”
• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “Transcend Wealth’s fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”

How Transcend Wealth’s fees compare

• Its hourly rate of $100-$250 is below the Ohio median of $250. 18% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,500 spans the Ohio median of $3,250. 29% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Transcend Wealth

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

119

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$93,540,508

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

292210

Website

transcendwealth.com (opens in new tab)

Phone

(216) 236-1106

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

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