Matthew White
Endurance Investment Strategies · Fresno, California
Matthew White is a fee-only financial advisor at Endurance Investment Strategies in Fresno, California. Endurance Investment Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Endurance Investment Strategies |
|---|---|
| Based in | Fresno, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $25M across 100 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5324827 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.endurance-investments.com |
How Matthew's firm compares
- Endurance Investment Strategies's average account is about $250,000, from its Form ADV (assets managed divided by 100 accounts).
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Questions about Matthew
Is Matthew White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Endurance Investment Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Endurance Investment Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew White based?
Matthew White is based in Fresno, California.
Is Matthew White registered with the SEC?
Yes. Matthew White is registered as an investment adviser representative in CA (CRD 5324827), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Endurance Investment Strategies manage?
Endurance Investment Strategies reports $25M across 100 accounts in assets under management.
How do I contact Matthew White?
Through Matthew's website, www.endurance-investments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Endurance Investment Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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