Daniel Roemerman is a registered investment advisor at Transce3nd LLC, based in Buda, TX, with 17 years of industry experience. Daniel 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the owner of National Benefits Group LLC (Greenway Financial), an insurance agency, and an appointed insurance agent, dedicating a few hours per week. He also co-owns Premier Property Partners, an investment property business, spends a minimal amount of time as owner/CEO of Greenway Energy Solutions, and is a shareholder of IM Energy.
Employment History
Current Registrations
Transce3nd LLC
Realta Equities, INC.Broker
Previous Registrations
Arete Wealth Advisors, LLC
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations6 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.