Molly Balunek
Endeavor Wealth Advisors · Pepper Pike, Ohio
Molly Balunek is a fee-only financial advisor at Endeavor Wealth Advisors in Pepper Pike, Ohio, who holds the CFP credential. Endeavor Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Executives
Facts
| Firm | Endeavor Wealth Advisors |
|---|---|
| Based in | Pepper Pike, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $252.8M across 577 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 2841031 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.endeavorwa.com |
| Profile |
How Molly's firm compares
- Endeavor Wealth Advisors's average account is about $438,000, from its Form ADV (assets managed divided by 577 accounts).
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Questions about Molly
Is Molly Balunek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Molly holds no broker registration, and Endeavor Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Molly charge for financial advice?
Molly's firm, Endeavor Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Molly Balunek based?
Molly Balunek is based in Pepper Pike, Ohio.
What credentials does Molly Balunek hold?
Molly Balunek holds the CFP credential.
Is Molly Balunek registered with the SEC?
Yes. Molly Balunek is registered as an investment adviser representative in OH (CRD 2841031), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Endeavor Wealth Advisors manage?
Endeavor Wealth Advisors reports $252.8M across 577 accounts in assets under management.
How do I contact Molly Balunek?
Through Molly's website, www.endeavorwa.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
- Endeavor Wealth Advisors 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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