Endeavor Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high‑net‑worth individuals, and pension/profit‑sharing plans. The firm manages discretionary portfolios and also directs some clients to third‑party advisers for specific strategies.
The firm documents client goals and risk tolerance in Investment Policy Statements and generally follows a long‑term, Modern Portfolio Theory‑informed approach that emphasizes mutual funds, ETFs, equities, and fixed income. For retirement plans it can act as either a Section 3(21) or Section 3(38) fiduciary and supplements investment oversight with participant education, plan design review, and quarterly monitoring.
Compared with peers, Endeavor provides periodic educational seminars and workshops to clients at no charge and facilitates advisor‑supervised estate planning through a third‑party platform, services that are relatively uncommon among similar advisers. Several principals are licensed insurance agents and the firm discloses it may recommend commissionable insurance products and receive fee shares from selected third‑party advisers, conflicts of interest the firm says it documents for clients.
Client services
Expertise
Fee options
Financial Planning fixed fees between $2,000 and $30,000; Estate planning fees ranging from $300 to $3,500 depending on service
$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%
Financial Planning hourly rates between $250 and $750
Main office
See office2801 E Camelback Rd, Suite 200
Phoenix AZ 85016
Advisors at this office
3
Offices (2)
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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.
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 hair and nail salon industry for over 30 years and currently provides nail technician services at Tribe Hair Company. He is also a licensed insurance agent involved in property casualty and life insurance sales. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a long-term, Modern Portfolio Theory-informed investment approach and offers additional services including educational seminars and advisor-supervised estate planning.
Lucas B
Series 63, Series 66
Phoenix, AZ
Endeavor Advisors LLC
Lucas Barnard is a financial advisor at Endeavor Advisors LLC in Phoenix, AZ, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Endeavor Advisors in 2025, he worked at Morgan Stanley and JPMorgan Chase Bank and Securities. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a long-term, Modern Portfolio Theory-informed approach and offers educational seminars, advisor-supervised estate planning, and fiduciary services for retirement plans.
Ajay V
Series 63, Series 65
Brea, CA
Endeavor Advisors LLC
Ajay Vadukul is a financial advisor with Endeavor Advisors LLC and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has worked at several firms, including LifeTyme Financial Group, Transamerica Financial Advisors, and World Financial Group. He is also a licensed life and health insurance agent. Endeavor Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a long-term, Modern Portfolio Theory-based investment approach and offers educational seminars and estate planning facilitation uncommon among peers.
Charles L
Series 65
Phoenix, AZ
Endeavor Advisors LLC
Charles Luong is a financial advisor with Endeavor Advisors LLC in Phoenix, AZ, holding a Series 65 credential and eight years of industry experience. He has worked at Endeavor Advisors since 2020 and previously held roles at LifeTyme Financial Advisors and World Financial Group. Luong serves as a board member of the Vietnamese Community Assistance Foundation. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm typically follows a long-term, Modern Portfolio Theory-informed approach and offers periodic educational seminars and estate planning support.
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