Endurance Financial Planning

Endurance Financial Planning at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 4 advisors are listed here; 1 of 4 hold the CFP.
• Its Form ADV reports 4 employees and 588 individual clients, 22 of them high net worth.
• Its average account is about $75,000 (assets it manages divided by its 1,364 accounts).

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

Facts

Endurance Financial Planning fees

Endurance Financial Planning 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 (4)

• Jose Cadena

• Rosa Ybarra

  CFP

• Sergio Garcia

• Timothy Fleming

Other fee-only firms in Texas

• ENZI Wealth · Austin
• Epiphany Wealth Management · Houston
• Esquires Group · Austin
• Eubank, Hutson & Associates · Plano
• Everlong Financial, LLC · Austin
• Everyplan Financial · Round Rock
• Evidence Wealth · Bryan
• Exponential Advisors · Weatherford

Fee-only advisors in Texas