Dennis Coon is a CFP-designated registered investment advisor at Transcend Wealth, based in Woodmere, OH, with 21 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 111 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Annual fee may be negotiable.
Fee Estimator
Location
27600 Chagrin Blvd, Suite 445, Woodmere, OH, 44122
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Transcend Wealth
Previous Registrations
American Portfolios Financial Services, INC.Broker
LPL Financial LLCBroker
Hill Financial Group
AXA Advisors, LLC
AXA Advisors, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 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.