# Endurance Financial Planning, LLC

Endurance Financial Planning, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://endurancefinancialplanning.com

## Regulatory record

- **CRD number:** 305583
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305583

## About

Endurance Financial Planning, LLC is an SEC-registered investment adviser in McAllen, TX. The firm manages approximately $101 million in regulatory assets. It has 4 employees and 4 investment advisers.

## Questions

### Who runs investment decisions at Endurance Financial Planning, LLC?

The firm's investment committee is not publicly disclosed. As an RIA, it is legally required to have a chief compliance officer and to manage client assets under a fiduciary standard, but individual names are not available in public records.

### Does Endurance Financial Planning participate in direct private investments or fund commitments?

No public record exists of direct private equity, venture capital, or fund commitments by the firm. Its disclosed activities are limited to financial planning and traditional asset management for clients.

### Which sectors does Endurance Financial Planning avoid?

The firm does not publicly disclose any negative screens or exclusionary criteria. Without such disclosures, sector preferences cannot be confirmed.

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Last updated: 2026-06-03T20:00:00.000Z

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