Endeavor Private Wealth, Inc. logo

Endeavor Private Wealth, Inc.

Updated today

Client assets under management

$567,088,385

Clients

521

33% high-net worth

Advisors

9

of 13 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

58

Typical

Average account size

$1,088,461

About

Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors with investment and wealth management, financial planning, selection of independent managers, and fiduciary or non‑fiduciary retirement-plan consulting. The firm offers both discretionary and non‑discretionary portfolio management and also manages held‑away assets through a third‑party platform.

The firm constructs tax‑aware, risk‑adjusted asset allocations using a mix of active and passive strategies across individual equities, fixed income, ETFs and mutual funds, and it may allocate portions of client portfolios to Independent Managers such as Wells Fargo, Adhesion, and Waterfront. Endeavor also sources alternative investments via iCapital Marketplace and monitors third‑party managers while offering a bundled wrap‑fee portfolio option.

What stands out in its disclosures is that Endeavor is a wrap‑fee program sponsor and uses separately managed account programs (including Wells Fargo’s Customized Portfolio and Adhesion platforms), and the ADV notes the firm’s use of borrowing in such separately managed accounts — features that are less common among comparable team firms. The brochure also discloses an affiliated insurance agency and access to private alternative investment platforms, which create additional product and compensation relationships clients should consider.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Concentrated stock management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning and consulting services, generally not exceeding $20,000 annually

Percentage

$0 - $500,000: 1.25% $500,000.01 - $1,000,000: 1.15% $1,000,000.01 - $5,000,000: 1.05% $5,000,000.01 - $10,000,000: 0.95% Above $10,000,000+: Negotiable

Project-based

Up to $1,000 per hour for financial planning and consulting services

Other

Account minimum: $250,000

Main office location

Endeavor Private Wealth, Inc.

Townsite Plaza 3, 120 Se 6 Th Ave, Suite 110

Topeka KS 66603, United States

Number of offices

4

Most active in

Arizona · California · Colorado · Florida · Illinois · Kansas · Louisiana · Missouri · Nebraska · New Mexico · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jared G

Series 65

Topeka, KS

Endeavor Private Wealth, Inc.

Jared Griffith is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 designation with 14 years of industry experience. Prior to joining Endeavor in 2024, he worked at Scout Investments from 2010 to 2024. Endeavor Private Wealth offers investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a tax-aware, risk-adjusted approach combining active and passive strategies across multiple asset classes and manages approximately $353 million with a four-advisor team.

Concentrated stock management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Chris M

Series 63, Series 65

Topeka, KS

Endeavor Private Wealth, Inc.

Chris Mcgee is a financial advisor at Endeavor Private Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and WELLS FARGO Clearing Services, LLC. Outside of his advisory role, Mcgee participates in early-stage company investments through the Mid-American Angels Investment Network. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and institutions. The firm employs a tax-aware, risk-adjusted approach using a mix of active and passive strategies across various asset classes and offers both wrap fee programs and separately managed account solutions.

Concentrated stock management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Steven G

CFP®, Series 66

Boulder, CO

Endeavor Private Wealth, Inc.

Steven Goodell is a CFP® with 14 years of experience in the financial services industry. He currently works at Endeavor Private Wealth, Inc. and has previously held roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he is a part owner of Aztec Brothers, LLC, a company involved in managing property renovations in Boulder, Colorado. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, and institutions. The firm employs a tax-aware, risk-adjusted approach using a combination of active and passive investment strategies and offers both wrap fee programs and separately managed account platforms.

Concentrated stock management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Patrick F

CFP®

Boulder, CO

Endeavor Private Wealth, Inc.

Patrick Funk is a CFP® affiliated with Endeavor Private Wealth, Inc. in Boulder, CO, with six years of prior experience at Charles Schwab and additional roles in financial and corporate sectors. He joined Endeavor Private Wealth in 2025 and is part of a four-advisor team. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations combining active and passive strategies and offers both wrap fee programs and separately managed account platforms.

Concentrated stock management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Heidi M

Series 63, Series 65

Topeka, KS

Endeavor Private Wealth, Inc.

Heidi Mark is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Endeavor Private Wealth since 2021. Her prior experience includes roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a blend of active and passive strategies to build tax-aware, risk-adjusted portfolios and offers both wrap fee programs and separately managed account platforms.

Concentrated stock management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Soren K

Series 65

Topeka, KS

Endeavor Private Wealth, Inc.

Soren Knapic is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 designation. He has been with Endeavor Private Wealth since 2021 and previously worked at DST / SS&C Technologies and Kansas State University. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, families, pension and profit-sharing plans, trusts, estates, charitable institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations with a combination of active and passive strategies and offers both wrap fee programs and separately managed account platforms.

Concentrated stock management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brady F

Series 66

Topeka, KS

Endeavor Private Wealth, Inc.

Brady Franklin is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Wells Fargo Clearing and CommunityAmerica Credit Union. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a tax-aware, risk-adjusted approach using a mix of active and passive strategies across various asset classes and offers both wrap fee programs and separately managed account platforms.

Concentrated stock management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Kathleen H

CFP®, Series 66

Topeka, KS

Endeavor Private Wealth, Inc.

Kathleen Heit is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. She currently works at Endeavor Private Wealth, Inc. and previously held roles at Bowersock Capital, US Bank, and Clayton Wealth Partners. Outside of her advisory work, she serves as a trustee on the board of directors for Topeka Collegiate School and owns a family-operated business called Reaching New Heits, LLC, which provides fruit smoothies and juices. Endeavor Private Wealth, Inc. is a team-based firm offering investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a tax-aware, risk-adjusted approach using a blend of active and passive strategies across various asset classes and manages both wrap fee programs and separately managed accounts.

Concentrated stock management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ava A

Series 66

Boulder, CO

Endeavor Private Wealth, Inc.

Ava Allen is a financial advisor with Endeavor Private Wealth, Inc. in Boulder, Colorado, holding a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Clearing for nine years and had brief roles at Olisamra Inc, Global Village International Preschool, and Kelly Services USA. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, and institutions. The firm employs a tax-aware, risk-adjusted investment approach using a blend of active and passive strategies across multiple asset classes and offers both wrap fee programs and separately managed account platforms.

Concentrated stock management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")