Keith Stinebaker is a registered investment advisor at Transce3nd LLC, based in St Peters, MO, with 17 years of industry experience. Keith 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
1441 Triad Center Dr, St Peters, MO, 63376
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith oversees business operations and tax planning as President of L & S Capital Investments dba Summit Tax and Wealth Advisory, dedicating about 10-20% of his time. He also owns rental property through Success One Properties, LLC, spending minimal time on this, and is an Investment Advisor Representative for Transce3nd LLC, spending a few hours per week.
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
State Registrations12 states
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