Endeavor Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$249,635,551
Clients
171
Advisors
2
of 3 employees
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
29525 Chagrin Blvd., Suite 300
Pepper Pike OH 44122
Advisors at this office
2
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.
Quick links
Advisors at this firm
Molly B
CFP®
Pepper Pike, OH
Endeavor Wealth Advisors, LLC
Molly Balunek is a CFP® professional with 25 years of experience in the financial advisory industry. She has worked at Endeavor Wealth Advisors, LLC since 2019 and previously held roles at Laurel Tree Advisors, LLC, Ancora Private Wealth Advisors, LLC, and Spero-Smith Investment Advisers, Inc. Balunek serves as a board member of the Validation Training Institute, Inc., a nonprofit focused on improving communication with older adults with memory loss. Endeavor Wealth Advisors serves individuals, couples, families, and trusts, including high net worth clients, offering discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs individualized Investment Policy Statements and combines long-term diversified strategies with occasional tactical trading.
Kara D
CFP®, Series 65
Pepper Pike, OH
Endeavor Wealth Advisors, LLC
Kara Downing is a CFP® and holds a Series 65 license with 19 years of industry experience. She has worked at Endeavor Wealth Advisors, LLC since 2019 and previously held roles at Younity Wealth Partners, LLC and Spero-Smith Investment Advisers, Inc. Endeavor Wealth Advisors serves individuals, couples, families, and trusts, including high net worth clients, offering discretionary and non-discretionary investment management as well as comprehensive financial planning. The firm also provides retirement plan consulting with participant education and workshops, managing approximately $252.8 million in assets for about 171 client relationships.
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