Endurance Financial Planning, LLC
Firm details
- Headquarters
- Mcallen, Texas
- CRD number
- 305583
- Website
- www.endurancefin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals63.8%
- HNWI35.91%
- Pension & Profit Sharing Plans0.26%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Endurance Financial Planning, LLC is an independent, LLC‑organized registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm is owned by an individual and charges clients on a percentage‑of‑assets basis alongside fixed fees for some services. Endurance is not positioned as a capital allocator and does not report active ESG integration or multi‑state advisory operations in the provided data.
Assets & Accounts
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
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents7%
- Exchange Traded Equities2%
- Other1%
Contacts
3 of 4
Rosa Ybarra
Financial PlannerCRD 6156422
Sergio Garcia
Financial AdvisorCRD 6737683
Timothy Fleming
Financial AdvisorCRD 7193379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mcallen, TX
Hidalgo
Location
Mcallen, TX
Headquartered in Mcallen, TX, anchoring the McAllen-Edinburg, TX metro in the South.
- Metro area
- McAllen-Edinburg, TX
- Region
- South
- County
- Hidalgo
- Address
- 2400 N 10th St
- Time zone
- CT (UTC-6)
- Office locations
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