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Endurance Financial Planning, LLC

EST. AUM
$101,773,387

CONTACTS

CLIENT ACCOUNTS
1,364

Firm Details

Metro area San Antonio
CRD Number 305583
Website endurancefin.com
Client types

Overview

Endurance Financial Planning, LLC is an independent registered investment adviser based in McAllen, Texas, providing wealth management, discretionary investment management and comprehensive financial planning. The firm primarily serves individuals and high-net-worth clients, while also maintaining limited relationships with retirement plans, charities and businesses. Its approach combines financial planning with long-term portfolio management aligned with each client's objectives and risk tolerance. Client portfolios primarily utilize mutual funds and exchange-traded funds, supplemented by public equities and other investments. Endurance operates on a fee-based advisory model, including asset-based wealth-management fees and fixed fees for comprehensive financial planning, and emphasizes fiduciary advice and long-term financial strategies.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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