Our Services
Comprehensive Financial Analysis
A deep dive into your complete financial picture, covering net worth, cash flow, investments, risk management, taxes, retirement readiness, and estate planning. You’ll receive a polished, insightful report with clear, actionable recommendations to guide confident decision-making.
Ongoing Financial Advisory
Beyond the initial analysis, this service provides continuous guidance as your life and goals evolve. We meet regularly to review progress, adjust strategies, and ensure you stay aligned with your financial plan—bringing clarity, accountability, and peace of mind.
Strategic Consulting For Small Businesses
Behind every thriving business is a person with values, goals, and a story. At Transcending Wealth, we believe a business plan is strongest when it aligns with the owner’s personal and family goals. That’s why our consulting process integrates strategic planning with personal financial clarity — ensuring your business grows in a way that supports both your vision and your life.
How Our Fees Work
Your financial plan is as unique as the life you’re building, shaped by your family, businesses, goals, and values. The more complex your financial picture, the more time and expertise it requires to assess, design, and optimize strategies that truly fit you. To ensure you receive the level of attention and depth your situation deserves, our pricing is based on net worth, not assets under management. This keeps costs independent of market swings and aligns incentives for objective, holistic advice. Once your net worth places you within a fee bracket, your fee is flat and fixed within that range, no AUM charges, no commissions, no surprises.
| Net Worth Bracket | Annual Fee (Flat) |
|---|---|
| Up to $1,000,000 | Up to $2,500 |
| $1,000,000 – $2,000,000 | $4,500 – $6,000 |
| $2,000,000 – $5,000,000 | $8,000 – $10,000 |
| $5,000,000 – $10,000,000 | $12,000 – $15,000 |
| $10,000,000 and up Custom | $20,000 – $24,000 |
Fees are flat within each bracket and not tied to assets under management. Final pricing reflects scope and complexity (e.g., business ownership, trusts, real estate, equity compensation).