Chad Benoit is a registered investment advisor at Transce3nd LLC, based in Buda, TX, with 15 years of industry experience. Chad 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
835 Main Street, Building 200, Buda, TX, 78610
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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.
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Chad is a treasurer/partner in a non-medical adult homecare business, though he has no day-to-day activities. He is also a registered representative with Madison Avenue Securities LLC, dedicating full-time hours to the sale of securities and investment products, and an investment advisor representative with Transce3nd, spending about 10-20% of his time there. Chad is also a referral partner for Advisors Excel Medicare Program and a member of LMFB, a private investment group.
Employment History
Current Registrations
Transce3nd LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Kalos Capital, INC.Broker
Royal Alliance Associates, INC.Broker
National Planning CorporationBroker
State Registrations6 states
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