Endeavor Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Financial planning services are offered on a negotiable hourly rate not to exceed $150 per hour with a maximum fixed fee not to exceed $5,000 for the initial engagement.”

Flat or project fee

$5,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Endeavor Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Billing Your account will be billed monthly in arrears based on the fair market value for the portion of your portfolio that falls within each tier of our fee schedule.”
• “As your portfolio value progresses into the next tier level, either through additional deposits or asset growth, the amount of assets above the fee-break will be billed the corresponding annual fee rate.”
• “The ongoing financial planning program will be billed monthly (i.e., $3,000 ÷ 12 = $250) at the beginning of each month.”

How Endeavor Financial Advisors, LLC’s fees compare

• Its hourly rate of $150 is below the Maryland median of $300. 2% of the 156 other Maryland planners that publish an hourly rate charge less.
• None of the 13 other planners in Annapolis that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Maryland median of $4,335. 53% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 6 of the 9 other planners in Annapolis that publish a flat or project fee charge less.

About Endeavor Financial Advisors, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

104

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$79,180,809

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173881

Website

efaplan.com (opens in new tab)

Phone

(410) 315-7690

Can advise clients in 4 states: Florida, Maryland, Pennsylvania, Virginia

Other planners in Annapolis that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Annapolitan Investment Group, Inc.Annapolis$150/hr, $250
• Atlantic Financial Planning LLCAnnapolis$280/hr
• Chesapeake Financial PlanningAnnapolis$150⁠-⁠$250/hr, $1,000⁠-⁠$2,500/yr
• Clairwell Financial Planning LLCAnnapolis$500/hr, $5,000⁠-⁠$10,000

Compare all 21 planners in Annapolis