Endeavor Wealth Advisors, LLC fees
Financial planner in Pepper Pike, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 28, 2026, Endeavor Wealth Advisors, LLC (Pepper Pike, OH) charges $300 an hour and a flat or project fee from $2,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change.
- Hourly rate
- $300/hr
Above the Ohio median of $250; 56% of the 118 other planners in Ohio that publish an hourly rate charge less.
“Financial planning services may be billed in two ways; either a flat project fee, which is determined based upon the level of detail involved in the plan, or an hourly rate of $300 for work performed by Kara Downing and Molly Balunek, Financial Planners & Co-Founders.”
- Flat or project fee
- From $2,500
Starts at $2,500; the Ohio median is $3,625.
“The minimum fee for financial planning is $2,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $2,500 planning fee (stated in the brochure)
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 3 employees
How Endeavor Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Thereafter, the client will incur a pro-rata charge for bona fide planning services rendered prior to such termination.”
About Endeavor Wealth Advisors, LLC
“EWA provides discretionary and non-discretionary investment advisory and financial planning services to individuals and their families, including high net worth individuals and trusts.”
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 171
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $253 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 28, 2026
- CRD number
- 305348 (opens in new tab)
- Phone
- (216) 373-0808
More planners in Ohio that publish fees
- Financial FreedomCincinnatiHourly $150/hr, Flat $3,000-$4,500
- Wealth Transitions, LLCCincinnatiFlat $750-$10,000
- Capstone Wealth PartnersDublinFlat $1,500
- Truly Prosper Financial Planning LLCDublinHourly $300/hr, Flat $2,000-$5,000
- Grenadilla Advisory LLCKirtlandHourly $250-$500/hr, Flat $1,000-$5,000
- Moore Money SolutionsNoveltyHourly $175/hr, Annual $500/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.