Sergio Garcia
Endurance Financial Planning · Mcallen, Texas
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.
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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 |
| SEC registration | Investment adviser representative in CA, TX · CRD 6737683 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.feeonlynetwork.com/financial-advisor/rosa-ybarra |
| Profile |
How Sergio'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 Sergio
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.
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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