Endurance Financial Planning, LLC fees and pricing
Financial planner in Mcallen, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 30, 2026, Endurance Financial Planning, LLC charges a flat or project fee of $800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $800
“The base fee for a comprehensive financial plan begins at $800 USD and may increase up to $3,000 USD based on the complexity of the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Endurance Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remainder of the agreed fee is due upon delivery of the comprehensive financial plan.”
- “Client will receive an invoice for services rendered.”
- “Fees are paid quarterly in arrears and are calculated using the average daily balance.”
How Endurance Financial Planning, LLC’s fees compare
- Its flat or project fee of $800 is below the Texas median of $3,850. 7% of the 401 other Texas planners that publish a flat or project fee charge less.
About Endurance Financial Planning, LLC
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2019 (7 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
- 1% a year
- Clients
- 588
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $101,773,387
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305583
- Phone
- (956) 630-7231
Can advise clients in 3 states: California, Louisiana, Texas
Other planners in Mcallen that publish fees
- Normaltown Financial LLCMcallen$150-$400/hr, $1,000-$7,500
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
Is something on this page wrong or out of date?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.