DB
DB

Daniel Richard Beaudette

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,065 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

821 5th Avenue South, Naples, FL, 34102

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Transcend Capital Advisors, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Black Point Wealth Management
April 2024 - October 2025 · 1 yr 6 mos
Commonwealth Financial Network
December 2012 - May 2024 · 11 yrs 5 mos
Commonwealth Financial NetworkBroker
December 2012 - May 2024 · 11 yrs 5 mos
Wells Fargo Advisors, LLC
July 2008 - December 2012 · 4 yrs 5 mos
Wells Fargo Advisors, LLCBroker
May 2008 - December 2012 · 4 yrs 7 mos
State Registrations2 states
FLRI
Advisor
Exams
No exam information available for this advisor.