Endurance Financial Group fees and pricing
Financial planner in St. Paul, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Endurance Financial Group charges an annual fee of $4,000-$6,750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $4,000-$6,750/yr
“That is, our minimum fee is $4,000 per year for the Foundation Builder package and $6,750 per year for the Life Builder package.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Endurance Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees could be negotiable based on factors such as the complexity of the client’s financial situation or total assets under management.”
- “Fixed fees will be discussed with the client in advance and outlined in their advisory agreement.”
- “The initial fee will be prorated based on the amount of time remaining in the billing period.”
How Endurance Financial Group’s fees compare
- Its annual fee of $4,000-$6,750 is below the Minnesota median of $8,050. 45% of the 49 other Minnesota planners that publish an annual fee charge less.
- 2 of the 2 other planners in St. Paul that publish an annual fee charge less.
About Endurance Financial Group
“Wealth Management Services As part of our Wealth Management Services, BFF utilizes our proprietary Planning Built for Life® process to provide tailored, comprehensive financial planning and investment management services as part of an ongoing advisory relationship.”
- Principal: Brian Peterson
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
- Charitable giving
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
- 1.35% a year
- Minimum
- $4,000 minimum fee (stated in brochure)
- Clients
- 21
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18,134,695
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310307
- Phone
- (651) 605-2318
Other planners in St. Paul that publish fees
- Fiduciary Counselling IncSt Paul$1,500, $500/yr
- R.m. Shannon Wealth Management, LLCSt. Paul$300/hr, $2,500-$20,000
- White Turf Financial LLC.St Paul$7,500-$10,000, $750-$1,000/mo
- Winter & Associates, Inc.St. Paul$350-$400/hr, $3,500-$6,500
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.