Lacey Thompson-Krul
Lacey Thompson-Krul is a registered investment advisor at Transce3nd LLC, based in Buda, TX, with 2 years of industry experience. Lacey 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 (1)
Judgment / Lien
September 2024Other Business ActivitiesSells Insurance
Lacey is the president and founder of Surefire Financial, where she oversees insurance agents and provides insurance advising, dedicating nearly full-time hours to this role. She also works at e3 Wealth as a registered sales assistant in the insurance business and is an independent contractor as an investment advisor representative for Transce3nd, LLC, spending about 10-20% of her time on this.
Employment History
Current Registrations
Transce3nd LLC
Madison Avenue Securities, LLCBroker
State Registrations3 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.