Transcend Advisor Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Transcend Advisor, Inc. is a registered investment adviser that provides discretionary investment management, financial planning, and occasional consulting to individuals, high net worth clients, family trusts, pension and profit-sharing plans, charitable organizations, and business entities. Services include ongoing portfolio management and the development and monitoring of written financial plans and investment policy statements.
The firm describes a long-term, value-oriented investment process grounded in classic securities valuation and Graham-and-Dodd principles, emphasizing securities selection and dividend-yielding assets for clients seeking stable income. Portfolios are diversified across mutual funds, ETFs, equities, fixed income and REITs, and the adviser typically implements strategies on a discretionary basis while allowing client-imposed restrictions.
While the firm follows the common percentage-of-assets billing model used by most peers, it also makes an uncommon offering among investment managers by charging hourly fees for stand‑alone planning or when no assets are under management. The brochure highlights multi-decade institutional investment experience in leadership, adherence to a CFA-based Code of Ethics, the use of third‑party custodians with fee-deduction procedures, and plans to offer a separate total‑return product aimed at younger clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.20% $1,000,000 - $5,000,000: 1.00% $5,000,000+: 0.80%
$200 per hour
Account minimum: $100,000
Main office
Paradise Valley AZ
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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