Robert Schilly
Robert Schilly is a registered investment advisor at Transce3nd LLC, based in Kirkwood, MO, with 20 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
906 S. Kirkwood Road, Kirkwood, MO, 63019
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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 →Other Business ActivitiesSells Insurance
Robert is an owner/member of Robert F. Schilly LLC, treasurer of E3 Marketing LLC, and owner of Strategic Tax, LLC. He is also a wealth advisor for E3 Wealth, a board member of The John & Ellen Moriarty Foundation, a registered representative with Madison Avenue Securities, and an investment advisor representative for Transce3nd LLC, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Transce3nd LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Ae Wealth Management, LLC
Kalos Management
Kalos Capital, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
American General Securities Incorporated
American General Securities IncorporatedBroker
Edward JonesBroker
State Registrations11 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.