Advisor at Endeavor Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Endeavor Advisors, LLC
Location
Abilene, TX 79602
Credentials
Series 63
Industry experience
27 years
Frank Bell is a financial advisor at Endeavor Advisors, LLC with 27 years of industry experience. He holds a Series 63 designation and previously worked for 18 years at Compass Financial Strategies, Inc. Outside of his advisory work, he is an investor in Screening 4 Life and serves as a director and manager of Duke Leasing. Endeavor Advisors, LLC provides comprehensive wealth management and investment advisory services to select families, businesses, and institutions, using an allocation-driven, buy-and-hold approach primarily with ETFs, no-load mutual funds, and separately managed accounts. The firm manages approximately $177 million across about 129 clients and offers services including discretionary portfolio management, financial planning, multi-family office reporting, and held-away participant management.
Based on Endeavor Advisors, LLC
Based on Endeavor Advisors, LLC
0.30% to 1.50% annually (range based on factors such as scope, complexity, and assets managed; fees negotiable)
Up to $350 per hour for standalone financial planning services; fees may be negotiable.
Account minimum: $1,000,000 (may be waived or reduced at Advisor's sole discretion) Fee-only: Advisory fees charged based on assets under management; no commissions received.
406 Lone Star Dr
Abilene, TX 79602
Texas
Endeavor Advisors, LLC
2023 - Present (3 years)
Compass Financial Strategies, Inc.
2005 - 2023 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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