A complete list of active advisors currently associated with Endurance Financial Planning, LLC

Warmer can help you find a great advisor at Endurance Financial Planning, LLC or one who fits your needs even better.

Endurance Financial Planning serves individual clients, including high-net-worth households, as well as pension/profit-sharing plans, charities and businesses. The firm offers ongoing discretionary wealth management, comprehensive financial planning engagements, and non-discretionary ERISA retirement plan consulting. The firm primarily follows a passive investment approach, building portfolios from index mutual funds and ETFs to achieve target asset allocations and tax efficiency, and delivers client-specific plans based on financial situation and risk tolerance. For wealth management clients it typically operates on a discretionary basis with quarterly reviews and custodian statements, while allowing clients to impose reasonable, written investment restrictions. Distinctive features in the brochure include a recent transition to SEC registration in 2026, a small four-advisor team managing roughly $101.7 million in primarily discretionary assets with no stated account minimum, and a low-entry comprehensive planning fee schedule beginning around $800. The firm also discloses the use of AI and advanced technologies in its processes, participation in a third‑party lead‑generation program, and broad discretionary authority that may include derivatives and short sales—items that may be less common among similarly sized peers.

To learn more about the advisors currently working at Endurance Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Endurance Financial Planning, LLC's office locations.