Rosa Ybarra
Endurance Financial Planning · Mcallen, Texas
Rosa Ybarra is a fee-only financial advisor at Endurance Financial Planning in Mcallen, Texas, who holds the CFP credential. Endurance Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Endurance Financial Planning |
|---|---|
| Based in | Mcallen, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $101.8M across 1,364 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6156422 |
| Exams passed | Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.feeonlynetwork.com/financial-advisor/rosa-ybarra |
| Profile |
How Rosa's firm compares
- Endurance Financial Planning's average account is about $75,000, from its Form ADV (assets managed divided by 1,364 accounts).
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Questions about Rosa
Is Rosa Ybarra a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rosa holds no broker registration, and Endurance Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rosa charge for financial advice?
Rosa's firm, Endurance Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rosa Ybarra based?
Rosa Ybarra is based in Mcallen, Texas.
What credentials does Rosa Ybarra hold?
Rosa Ybarra holds the CFP credential.
Is Rosa Ybarra registered with the SEC?
Yes. Rosa Ybarra is registered as an investment adviser representative in CA and TX (CRD 6156422), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Endurance Financial Planning manage?
Endurance Financial Planning reports $101.8M across 1,364 accounts in assets under management.
How do I contact Rosa Ybarra?
Through Rosa's website, www.feeonlynetwork.com/financial-advisor/rosa-ybarra.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mcallen
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
- 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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