MF
MF

Matthew D Fassnacht

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,065 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

7 Giralda Farms, Suite 300, Madison, NJ, 07940

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is involved in several outside business activities, including serving as Executive Chairman of Racing Prodigy Inc and CEO of First Principles Racing Inc, dedicating a few hours per week to each. He also holds ownership positions in multiple LLCs, some investment-related, requiring minimal time commitment.

Employment History
Current Registrations
Transcend Capital Advisors, LLC
October 2022 - Present · 3 yrs 4 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Matthew D Fassnacht - Financial Advisor | TrueAdvisor