Endurance Financial Planning, LLC
Registered investment adviser · Mcallen, TX · CRD #305583
Form ADV data as of 2026-09-01Regulatory assets
$101.8 million
Total accounts
1,364
Employees
4
Disclosure events
0
Firm details
- Website: https://www.letsmakeaplan.org/find-a-cfp-professional/certified- professional-profile/d9f3d026-6a2b-4cb3-b5d4-ab1d35ecb591
- Telephone: (956) 630 - 7231
- SEC file number: 801-136954
- Most recent Form ADV filing: 2026-07-20
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $101.5 million |
| Non-discretionary regulatory assets under management | $266,887 |
| Total regulatory assets under management | $101.8 million |
| Discretionary accounts | 1,337 |
| Non-discretionary accounts | 27 |
| Total accounts | 1,364 |
| Regulatory assets under management attributable to non-U.S. persons | $223,562 |
People
| Total employees (excluding clerical) | 4 |
| Employees performing investment advisory functions (including research) | 4 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 4 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 566 | $64.9 million |
| High net worth individuals | 22 | $36.5 million |
| Pension and profit sharing plans (not the participants or government plans) | 2 | $266,887 |
| Charitable organizations | 1 | $27,597 |
| Corporations or other businesses not listed above | 5 | $1,098 |