Endeavor Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly rate is $300, with a 5-hour minimum.”

Annual fee

$3,000⁠-⁠$5,000/yr

“The annual fee for financial planning services is negotiated on an individual basis between Endeavor and the client, which are typically in the range of $3,000 - $5,000 per year.”

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

How Endeavor Financial Planning bills

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

• “Fees are directly debited from the client’s account by the sub advisor on a quarterly basis, in arrears.”
• “Fees may be negotiable in certain cases.”
• “Any fees that have been earned by Advisor but not yet paid by Client will be immediately due and payable.”

How Endeavor Financial Planning’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 10 other planners in Sacramento that publish an hourly rate charge less.
• Its annual fee of $3,000-$5,000 is below the California median of $6,250. 29% of the 224 other California planners that publish an annual fee charge less.
• None of the 2 other planners in Sacramento that publish an annual fee charge less.

About Endeavor Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

37

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$53,230,012

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

287615

Website

endeavorplanning.com (opens in new tab)

Phone

(916) 333-5760

Other planners in Sacramento that publish fees

• Baluden FinancialSacramento$1,500⁠-⁠$2,400
• Boyd Wealth Management, LLCSacramento$5,000, $20,000/yr
• Burge FinancialSacramento$300/hr
• Deeringer Wealth Management, LLCSacramento$300⁠-⁠$350/hr, $2,000
• Financial ClientSacramento$299/mo
• Guanill Wealth ManagementSacramento$650⁠-⁠$1,000

Compare all 23 planners in Sacramento