Endeavor Financial Planning
Firm details
- Headquarters
- Sacramento, California
- CRD number
- 287615
- Website
- www.endeavorplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.59%
- Individuals8.41%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Endeavor Financial Planning operates as a sole proprietorship and is registered as an independent RIA focused on individual and family clients. The business is owner-operated and positions itself as a capital allocator—providing financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers when appropriate. Its fee model combines a percentage-of-AUM component with fixed fees. The firm self-identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Paige Farrell
Financial Planner & Investment AdvisorCRD 6472184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sacramento, CA
Sacramento
Location
Sacramento, CA
Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Sacramento
- Address
- 333 University Ave
- Time zone
- PT (UTC-8)
- Office locations
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