LPL Financial
42yrs
Top advisor by experience in Buda
16yrs
Chad Benoit
Financial advisor at Transce3nd
Based in Buda, Texas, Chad Benoit is a fiduciary financial advisor with 16 years of industry experience. Chad joined Transce3nd in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Transce3nd reports being paid through a percentage of assets and flat fees.
One of 47 advisors with offices in Buda, and one of 47 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 60% of advisors at Transce3nd
Office835 Main Street Building 200, Buda, TX 78610
FirmTransce3nd
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$256,062
Advisors at the firm42
States licensed ?1 state
Services through Transce3nd
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowTransce3nd LLCCurrent firm
Contact Chad
(512) 268-9220Transce3nd main office 835 Main Street Building 200Buda, TX 78610Office · Get directions Firm websitee3wealth.com
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Questions to ask Chad
Tailored to Chad’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Chad
How do I contact Chad?
Call Transce3nd at (512) 268-9220 and ask for Chad Benoit. Chad works from the Buda, TX office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2011, about 16 years. More experience than 60% of advisors at Transce3nd.
What licenses does Chad hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Transce3nd reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Chad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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