Vincent Annable
Vincent Annable is a registered investment advisor at Transce3nd LLC, based in Scottsdale, AZ, with 29 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 1,620 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TE3 provides investment management services through a wrap program, with fees calculated as a percentage of your portfolio. The wrap program fees do not exceed 1.65% and cover the costs charged by TE3, AEWM, any other third-party partners we utilize and the custodian (Schwab/Fidelity). The specific advisory fees are custom per client based on services provided based on the entirety of their relationship with the firm. A lower fee percentage may not always reflect a lower fee amount.
Location
17207 N Perimeter Drive #120, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2025Customer Dispute
April 2022Customer Dispute
April 2021Other Business ActivitiesSells Insurance
Vincent is involved in several business activities, including investment advisory services through Transce3nd, LLC, consulting roles with VFO Advisory Group and Household Endowment Model, and fixed insurance sales through Vince Annable Consulting LLC. He also owns Your Money Manual Podcast, is a trustee for Annable Living Trust, receives rental income from Wealth Strategies, and is a part-owner of VFO Tax.
Employment History
Current Registrations
Transce3nd LLC
Realta Equities, INC.Broker
Previous Registrations
Coastal Investment Advisors
Arete Wealth Advisors, LLC
Wealth Strategies Advisory Group
Wealth Strategies Advisory Group
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Compak Asset Management
Compak Securities, INC.Broker
Cbs Advisors, LLC
Community Bankers Securities, LLCBroker
American Trading Securities CORP.Broker
American Trading Securities CORP.Broker
Brokers Transaction Services, INC.Broker
Planned Investments INC.Broker
Focus II Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Vcg Securities, INC.Broker
Ash Securities & Investment CORP.Broker
Dh Equine, INC.Broker
Sutro & CO. IncorporatedBroker
Municicorp of CaliforniaBroker
Bache Halsey Stuart Shields IncorporatedBroker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.