Endeavor Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Endeavor Financial Planning provides financial planning and discretionary investment management to individuals, families, trusts, and small business owners. The firm operates on a fee‑only basis, does not accept commissions or finder’s fees, and reported approximately $55.6 million in discretionary assets under management for 37 clients as of July 1, 2026.
The firm’s investment approach is a strategic asset allocation framework grounded in Modern Portfolio Theory, emphasizing low‑cost, tax‑efficient mutual funds and ETFs, periodic rebalancing, and the use of an Investment Policy Statement for each account. Endeavor manages portfolios on a discretionary basis under a limited power of attorney, uses academic research and third‑party resources (including Dimensional Fund Advisors), and may recommend third‑party sub‑advisors for particular mandates.
Notable distinctions include a stated openness to clients at all economic levels with no published account minimum and multiple engagement options (asset‑based management, annual fixed‑fee planning, or project work), with ongoing planning included in managed accounts. The firm also follows an educational, non‑recommendation approach to employer retirement plan rollovers, offers occasional pro bono educational seminars, and emphasizes independence from product vendors.
Client services
Expertise
Fee options
One-time Initial Planning Fee (amount not specified) paid at signing for initial consultations and plan preparation.
$0 - $750,000: 1.00% $750,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.70% $3,000,001+: 0.50%
$300 per hour with a 5-hour minimum for project-based fees.
Account minimum: $350,000 Fee-only: Annual Fixed Fee typically ranges from $3,000 to $5,000 per year, negotiated individually; includes a required 12-month commitment.
Main office
333 University Ave. Suite 200
Sacramento CA 95825
Advisors at this office
1
Most active in
California
Also doing business as
Endeavor Financial Planning · Farrell, Paige Deter
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")