# Sergio Garcia

> Sergio Garcia is a fee-only financial advisor at Endurance Financial Planning in Mcallen, Texas. Endurance Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sergio-garcia/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Endurance Financial Planning
- **Based in:** Mcallen, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $101.8M across 1,364 accounts
- **CRD:** 6737683 (https://adviserinfo.sec.gov/individual/summary/6737683)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.feeonlynetwork.com/financial-advisor/rosa-ybarra/

## Frequently asked questions

### Is Sergio Garcia a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sergio 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 Sergio charge for financial advice?

Sergio's firm, Endurance Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Sergio Garcia based?

Sergio Garcia is based in Mcallen, Texas.

### Is Sergio Garcia registered with the SEC?

Yes. Sergio Garcia is registered as an investment adviser representative in CA and TX (CRD 6737683), 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 Sergio Garcia?

Through Sergio's website, www.feeonlynetwork.com/financial-advisor/rosa-ybarra.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6737683): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.