Robert Annable
Robert Annable is a registered investment advisor at Transce3nd LLC, based in Scottsdale, AZ, with 18 years of industry experience. Robert 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
16220 N Scottsdale Road, Suite 440, Scottsdale, AZ, 85254
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Regulatory History (1)
Customer Dispute
December 2025Other Business ActivitiesSells Insurance
Robert is a registered representative with Realta Equities Inc., spending about half his time providing brokerage services. He also works as an investment advisory representative for Transce3nd, LLC, dedicates time to consulting roles with VFO Advisory Group and Household Endowment Model, owns VFO Tax and a rental property, and owns a personal S-Corp for managing business revenue.
Employment History
Current Registrations
Transce3nd LLC
Realta Equities, INC.Broker
Previous Registrations
Wealth Strategies Advisory Group
Wealth Strategies Advisory Group
Coastal Investment Advisors
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Kalos Management
Kalos Capital, INC.Broker
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Realty Capital Securities, LLCBroker
Community Bankers Securities, LLCBroker
Liberty Group, LLCBroker
State Registrations40 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.