DD
DD

Donald Gene Durr

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthCharitable GivingFinancial Planning & CoachingInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,517 clients
Average Client Portfolio
$144K average
Assets Under Management
$362.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

835 Main Street, Building 200, Buda, TX, 78610

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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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Other Business Activities

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
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Tucker Asset Management LLC
January 2022 - July 2023 · 1 yr 6 mos
Retirement Wealth Advisors, LLC
February 2020 - January 2022 · 1 yr 11 mos
Partners for Prosperity, LLC
February 2016 - November 2017 · 1 yr 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.