Endurance Financial Planning, LLC
Firm details
- Headquarters
- Mcallen, Texas
- CRD number
- 305583
- Registered since
- August 5, 2026
- 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, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as some institutional relationships, offering financial planning and portfolio management for individuals and small businesses. Its fee model blends asset-based fees with fixed-fee engagements. Endurance does not position itself as a capital allocator, does not market ESG-focused investing, and is not described as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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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