Donald Durr is a registered investment advisor at Transce3nd LLC, based in Buda, TX, with 7 years of industry experience. Donald 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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Donald works as an independent contractor for Stryde Solutions, offering business consulting to business owners since 2019. He dedicates a few hours per week to this activity, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Transce3nd LLC
Previous Registrations
Tucker Asset Management LLC
Retirement Wealth Advisors, LLC
Partners for Prosperity, LLC
State Registrations1 state
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.