Endeavor Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Endeavor Financial Advisors serves individuals and families as well as institutional clients such as charitable organizations and pension or profit‑sharing plans. The firm offers portfolio management (both discretionary and non‑discretionary), portfolio monitoring through third‑party managers, comprehensive financial planning, retirement‑plan advisory and general consulting services.
The firm’s investment process is driven by written Investment Policy Statements that set asset‑allocation guidelines and target risk/return tradeoffs; portfolios are typically implemented with mutual funds, ETFs, REITs and laddered fixed‑income instruments, and may include tactical allocation adjustments. For accounts managed by outside Portfolio Managers, the firm performs due‑diligence and ongoing monitoring, and it uses a blend of fundamental and technical analysis together with modern portfolio theory tools to evaluate performance against client objectives.
What distinguishes this firm from many independent peers is its mix of client types and services: it actively serves charitable organizations, provides pension consulting and limited‑scope retirement‑plan (3(21)) fiduciary services, and works with employer retirement plans — offerings that are statistically less common among similar advisers. The firm also discloses that its principal holds insurance and tax‑practice credentials and may offer insurance products and referrals, a business arrangement the brochure identifies and addresses as a potential conflict of interest.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Maximum fixed fee up to $5,000 for initial financial plan; $250 initial setup fee for retirement plan participant consulting; $65 monthly flat fee for first retirement plan account, $35 for each additional.
$0 - $250,000: 1.30% $250,001 - $500,000: 0.95% $500,001 - $750,000: 0.90% $750,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.70%
Commissions may be earned from sales of insurance products by a licensed agent of the firm.
Up to $150 per hour for financial planning; up to $125 per hour for general consulting.
Ongoing financial planning fee negotiable up to $3,000 annually (billed $250/month) for net worth up to $3 million; up to $12,000 annually for net worth over $3 million.
Account minimum: $100,000
Main office
Annapolis MD
Advisors at this office
1
Most active in
Florida · Maryland · Pennsylvania · Texas · Virginia
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.
Forms ADV
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