Tobin Short
Tobin Short is a registered investment advisor at Transce3nd LLC, based in Scottsdale, AZ, with 1 years of industry experience. Tobin 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
16220 N Scottsdale Road, Suite 440, Scottsdale, AZ, 85254
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Regulatory History (1)
Judgment / Lien
September 2025Other Business ActivitiesSells Insurance
Tobin sells fixed business insurances and owns rental property through KMTT Group LLC. He also owns TAS Investment Group LLC and Heroes Financial Group LLC.
Employment History
Current Registrations
Transce3nd LLC
Realta Equities, INC.Broker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations12 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.