Disclosures
Important information regarding our advisory services, fees and regulatory status.
Registration. Transcend Financial Services is a registered investment adviser. Registration does not imply a certain level of skill or training.
Form ADV. A copy of our Form ADV Part 2A and Form CRS is available at your request and describes our services, fees, conflicts of interest and business practices in detail.
Fees. We are compensated by advisory fees paid by our clients. We do not accept product commissions, referral fees or third-party compensation.
Past performance. Past performance is not indicative of future results. Investing involves risk, including loss of principal.
Tax and legal advice. We do not provide legal advice. Tax planning is offered in coordination with clients' tax professionals; we recommend engaging a CPA or tax attorney for filings and specific tax opinions.
Testimonials. Client statements shown on this site have been provided with permission and are not compensated. Individual experiences will vary.
Last updated: January 2026.