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Endeavor Wealth Advisors, LLC

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Client assets under management

$249,635,551

Clients

171

44% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

86

High

Average account size

$1,459,857

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

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning Income planning Tax strategies for small businesses Charitable giving & philanthropy Wealth management

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals Established Professionals

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Fee options

Fixed

Flat project fees for financial planning; minimum $2,500

Percentage

$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

Project-based

$300 per hour for financial planning services

Other

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 location

Endeavor Wealth Advisors, LLC

29525 Chagrin Blvd., Suite 300

Pepper Pike OH 44122, United States

Number of offices

1

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

Advisors at this firm

user avatar

Molly B

CFP®

Pepper Pike, OH

Endeavor Wealth Advisors, LLC

Molly Balunek is a CFP® professional with 25 years of industry experience. She has been with Endeavor Wealth Advisors, LLC since 2019 and also maintains a role at Laurel Tree Advisors, LLC. Outside of her advisory work, she serves as a board member of the Validation Training Institute, Inc., a 501(c)(3) charity focused on improving communication with older adults experiencing memory loss. Endeavor Wealth Advisors serves individuals, families, trusts, and employer plan sponsors, offering investment management, financial planning, and consulting services. The firm employs a predominantly long-term, diversified investment approach and provides specialized retirement plan education as part of its consulting offerings.

General retirement planning Income planning Tax strategies for small businesses Charitable giving & philanthropy Wealth management Founder/Business Owner Executive Mid-Career Professionals Established Professionals
user avatar

Kara D

CFP®, Series 65

Pepper Pike, OH

Endeavor Wealth Advisors, LLC

Kara Downing is a CFP® and holds a Series 65 license, with 18 years of experience in the financial industry. She has worked at Endeavor Wealth Advisors, LLC since 2019 and concurrently at Younity Wealth Partners, LLC since 2016. Endeavor Wealth Advisors serves individuals, couples, families, trusts, and employer plan sponsors, focusing on discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs a predominantly long-term, diversified investment approach and offers retirement plan consulting that includes participant education on cash flow, retirement planning, investment research, and tax considerations.

General retirement planning Income planning Tax strategies for small businesses Charitable giving & philanthropy Wealth management Founder/Business Owner Executive Mid-Career Professionals Established Professionals
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