Endeavor Advisors LLC

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Client assets under management

$42,500,000

Clients

344

1% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$123,547

About

Endeavor Advisors LLC provides advisory services to individual and high-net-worth clients, offering ongoing portfolio management, financial planning, basic and advisor‑supervised estate planning, and retirement plan services. The firm reports approximately $42.5 million in assets under management across its client base and serves clients through a small team of advisors while also coordinating with outside managers when appropriate.

The firm’s investment process is grounded in modern portfolio theory and a primarily long‑term, buy‑and‑hold approach, with individualized Investment Policy Statements that document goals, time horizon, and risk tolerance and with regular portfolio monitoring. Endeavor offers both discretionary and non‑discretionary management, uses equities and fixed income as primary investment types, and may direct clients to third‑party managers to implement specific strategies.

Noteworthy distinctions include a formal program of client education—periodic seminars and workshops on tax planning, investments, life insurance, and retirement offered at no charge to clients—and the use of an online, advisor‑supervised estate‑planning platform to facilitate document preparation. Some firm personnel are licensed insurance agents and the brochure discloses that commissionable insurance sales may present conflicts of interest, and the firm also provides retirement plan services (including 3(21)/3(38) options, fiduciary support, and participant education), which is less common among similar advisory practices.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) General retirement planning

Fee options

Fixed

Financial Planning fixed fees range from $2,000 to $30,000 based on scope; Estate Planning basic wills range from $500 to $1,000; Advisor-Supervised Estate Planning ranges from $1,750 to $3,500; additional estate services range from $300 to $500.

Percentage

$0 - $250,000: 1.40% $250,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Commissions

Licensed insurance agents may receive commissions for the sale of insurance products; however, commissions are not the firm's primary source of compensation and advisory fees are not reduced by commissions.

Project-based

Financial Planning services typically billed between $250 and $750 per hour, depending on complexity.

Main office location

Endeavor Advisors LLC

2801 E Camelback Rd, Suite 200

Phoenix AZ 85016, United States

Number of offices

Most active in

Arizona · California · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 480-550-8316

Advisors at this firm

Quang P

Series 65

Phoenix, AZ

Endeavor Advisors LLC

Quang Pham is a financial advisor at Endeavor Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Endeavor Advisors, he worked in the salon and spa industry for over 30 years and is currently employed as a nail technician at Tribe Hair Company. He is also a licensed insurance agent selling property casualty and life insurance. Endeavor Advisors LLC serves individual and high-net-worth clients with portfolio management, financial planning, estate planning, and retirement plan services. The firm employs a long-term, buy-and-hold investment approach grounded in modern portfolio theory and offers both discretionary and non-discretionary management.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) General retirement planning

Lucas B

Series 63, Series 66

Phoenix, AZ

Endeavor Advisors LLC

Lucas Barnard is a financial advisor at Endeavor Advisors LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and JPMorgan Chase Bank. Endeavor Advisors LLC provides advisory services to individual and high-net-worth clients, focusing on portfolio management, financial planning, estate planning, and retirement plan services. The firm employs a long-term, buy-and-hold investment approach based on modern portfolio theory and offers client education programs and an advisor-supervised estate-planning platform.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) General retirement planning

Ajay V

Series 63, Series 65

Brea, CA

Endeavor Advisors LLC

Ajay Vadukul is a financial advisor at Endeavor Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lifetyme Financial Advisors and Transamerica Financial Advisors. Vadukul is also licensed as a life and health insurance agent. Endeavor Advisors LLC provides portfolio management, financial planning, estate planning, and retirement plan services primarily to individual and high-net-worth clients. The firm employs a long-term, buy-and-hold investment approach based on modern portfolio theory and offers client education programs alongside advisor-supervised estate-planning tools.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) General retirement planning

Charles L

Series 65

Phoenix, AZ

Endeavor Advisors LLC

Charles Luong is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Endeavor Advisors LLC and has prior experience at LifeTyme Financial Advisors, LifeTyme Financial Group, STRATMAR, and World Financial Group. Luong is also the owner of Luong Financial, LLC and serves as a board member of the Vietnamese Community Assistance Foundation. Endeavor Advisors LLC provides advisory services to individual and high-net-worth clients, focusing on portfolio management, financial planning, estate planning, and retirement plan services. The firm employs a long-term, buy-and-hold investment approach grounded in modern portfolio theory and offers client education through seminars and workshops.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) General retirement planning

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