Porter, TX Office

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.