Adviser Profile
| As of Date | 08/07/2026 |
| Registration status | Registration Changed to ENDURANCE FINANCIAL PLANNING, LLC |
| ADV Location | MCALLEN, TX, United States |
| Contact Info | (95 xxxxxxx |
| Websites |
| AUM* | 101,773,387 100% |
| of that, discretionary | 101,506,500 99% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 74,614 42% |
| % High Net Worth | 3.69% 53% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds