Transition Financial Advisors Group, Inc.

Transition Financial Advisors Group, Inc. (CRD# 116089) is a financial advisory firm headquartered in Gilbert, AZ. They manage $96,743,608 in 310 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $312,076
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, TX

Financial Advisors at Transition Financial Advisors Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Mitchell E. Marenus
CRD#: 2563480
Miami, FL
96
Wealthminder
score

Mitchell Marenus (CRD# 2563480) is an Investment Advisor Representative working at Transition Financial Advisors Group, Inc. in Miami, FL and has over 19 years of experience in the finance industry. Mitchell Marenus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lucas M. Wennersten
CRD#: 5413961
Gilbert, AZ
96
Wealthminder
score

Lucas Wennersten (CRD# 5413961) is an Investment Advisor Representative working at Transition Financial Advisors Group, Inc. in Gilbert, AZ and has over 9 years of experience in the finance industry. Lucas Wennersten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brian D. Wruk
CRD#: 3090420
Gilbert, AZ
96
Wealthminder
score

Brian Wruk (CRD# 3090420) is an Investment Advisor Representative working at Transition Financial Advisors Group, Inc. in Gilbert, AZ and has over 18 years of experience in the finance industry. Brian Wruk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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