Endeavor Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$252,794,072
Total clients
171
44% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
86
Average account size
$1,478,328
About
Endeavor Wealth Advisors serves individuals, couples, families and trusts—including high net worth clients—through discretionary and non‑discretionary investment management and comprehensive financial planning. The firm also provides retirement plan consulting to plan sponsors and participants and offers standalone financial planning engagements.
Investment decisions are implemented according to individualized Investment Policy Statements and combine primarily long‑term, diversified strategies with occasional short‑term tactical trading across equities, fixed income, mutual funds, ETFs and ADRs, using fundamental, cyclical and technical analysis. Endeavor is a fee‑only adviser that typically manages client assets on a discretionary basis (approximately $250.8 million of $252.8 million in AUM) and generally recommends Charles Schwab as custodian.
Compared with peers, Endeavor operates with a small advisory team—two CFP® professionals—while overseeing roughly $252.8 million across about 171 client relationships, producing an unusually high assets‑per‑advisor ratio for a firm its size. The firm’s retirement plan consulting includes participant education and seminars/workshops, a service that is less common among supported firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat project fees for financial planning; minimum $2,500
$0 - $500,000: 1.25% of Total Assets annually $500,001 - $1,000,000: 1.00% of Total Assets annually $1,000,001 - $2,000,000: 0.95% of Total Assets annually $2,000,001 - $3,000,000: 0.85% of Total Assets annually $3,000,000 - $5,000,000: 0.80% of Total Assets annually $5,000,000 - $7,000,000: 0.75% of Total Assets annually $7,000,001+: Negotiated
$300 per hour for financial planning services
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee, may be waived at Firm's discretion Fee-only: Fee-only advisor; does not accept commissions or other compensation
Main office location
Endeavor Wealth Advisors, LLC
29525 Chagrin Blvd., Suite 300
Pepper Pike OH 44122, United States
Number of offices
1
Most active in
Florida · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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