Endeavor Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$78,423,001
Clients
104
37% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
104
Very HighAverage account size
$754,067
About
The firm advises individuals, families, trusts, foundations, charitable organizations and small businesses, offering portfolio management, portfolio monitoring using third‑party managers, financial planning, retirement plan advisory (limited‑scope 3(21)) and general consulting. It manages roughly $79 million in discretionary assets across about 104 client relationships and also facilitates non‑discretionary accounts with selected Portfolio Managers.
Its investment process is built around individualized Investment Policy Statements and diversified asset allocations that emphasize mutual funds, ETFs, REITs and laddered fixed income, using both fundamental and technical analysis along with portfolio construction frameworks such as modern portfolio theory and tactical allocation. The firm provides discretionary trading when authorized, non‑discretionary monitoring where outside managers are used, and follows a CFP Board‑aligned six‑step financial planning process with periodic reviews.
What is distinctive about the firm is that a firm principal is also a licensed life, health, annuity and long‑term care insurance agent and discloses the potential conflict of earning commissions on insurance sales while advising clients; clients are informed they are under no obligation to purchase insurance through the firm. The firm also emphasizes tax credentials (Enrolled Agent) and formal due diligence and disclosure around recommending third‑party Portfolio Managers, including notification of differing monitoring fee arrangements.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
General consulting services
Expertise
Wealth management
Occupation focus
Founder/Business Owner
Executive
Fee options
Flat fee up to $5,000 for initial financial plan; flat monthly fees for retirement plan participant consulting: $65 first account, $35 each additional, plus $250 initial setup fee
$0 - $250,000: 1.30% annually $250,001 - $500,000: 0.95% annually $500,001 - $750,000: 0.90% annually $750,001 - $1,000,000: 0.85% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.70% annually
Insurance products commissions earned by licensed insurance agent
Up to $150 per hour for financial planning; up to $125 per hour for general consulting
Ongoing financial planning program billed monthly, up to $3,000 annually ($250/month) or up to $12,000 annually depending on net worth
Account minimum: $100,000 Fee-only: Financial planning hourly rate up to $150/hour; fixed fee up to $5,000 initial plan; ongoing planning fee up to $3,000 annually (under $3 million net worth) or up to $12,000 annually (over $3 million net worth); fees may be reduced or waived if portfolio managed over $500,000
Main office location
Endeavor Financial Advisors, LLC
Annapolis MD, United States
Number of offices
1
Most active in
Endeavor Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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