Endurance Investment Strategies, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“We charge an hourly fee of $200 for advisory consulting services.”

Flat or project fee

$1,000⁠-⁠$5,000

“We charge a fixed fee for financial planning services, which generally ranges between $1,000 to $5,000.”

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

How Endurance Investment Strategies, Inc. bills

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

• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “Where your account is subject to a TAMP Program Fee, the TAMP sponsor will deduct both the TAMP Program Fee and our Advisory Fee from your account and remit our Advisory Fees to us on a quarterly basis, in advance.”
• “Generally, you may terminate your agreement with a TAMP on written notice and will be charged a prorated fee for services rendered through the date of termination.”

How Endurance Investment Strategies, Inc.’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 10 other planners in Fresno that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 8 other planners in Fresno that publish a flat or project fee charge less.

About Endurance Investment Strategies, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

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

42

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

$25,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

269867

Website

endurance-investments.com (opens in new tab)

Phone

(559) 408-7065

Other planners in Fresno that publish fees

• Artizan WealthFresno$200⁠-⁠$500/hr, $1,500⁠-⁠$50,000
• Bridgewealth Advisory Group, LLCFresno$250/hr
• Coffeehouse CapitalFresno$300/hr, $1,000⁠-⁠$15,000
• Lyon Restaurant AdvisoryFresno$300/hr, $1,000⁠-⁠$5,000
• Pathways Advisory Group, Inc.Fresno$300/hr, $1,250/qtr
• Plan FinancialFresno$200/hr, $245⁠-⁠$4,000

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