Endeavor Advisors

Endeavor Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 10 advisors are listed here; 3 of 10 hold the CFP.
• Its Form ADV reports 10 employees and 175 individual clients, 85 of them high net worth.
• Its average account is about $1.3 million (assets it manages divided by its 447 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Endeavor Advisors fees

Endeavor Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (10)

• Benjamin Fedorko

• Cody Wainscott

• Deborah Bell

  ChFC

• Federico Garza

  CFP

• Frank Bell

• Jacob Lewis

  CFP · ChFC

• Jared Brennen

  CFP

• Philip Armes

• Richard LaFont

• Ryan Lewis

Other fee-only firms in Houston

• Epiphany Wealth Management
• FCA
• Financial Synergies Wealth Advisors
• FOCUS Wealth Advisors
• Forth Capital
• Forthright Family Wealth
• Fortiter Wealth Management
• Forward Financial

Fee-only advisors in Texas