Enduro Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm works with individuals (including high-net-worth clients) and small-business plan sponsors, offering discretionary investment management, financial coaching (retainer and hourly options), retirement-plan educational services, and pension consulting. It also provides tax planning and preparation through an affiliated accounting practice and refers clients to third‑party sub‑advisers when appropriate.
Its investment approach emphasizes passive portfolio construction guided by modern portfolio theory, supplemented by cyclical, fundamental and technical analysis; portfolios are managed on a discretionary basis and may include access to third‑party managers or private funds for qualified investors. The firm also manages held‑away retirement accounts using authorized online access tools to adjust allocations and conducts complimentary educational workshops for plan participants and clients.
Noteworthy aspects compared with peers include the firm’s affiliation with an accounting/tax practice (the principal devotes a material portion of time to that business), a subscription‑style financial coaching service with a client portal and scheduled coaching hours, and the use of client testimonials in its marketing materials — features that are uncommon among solo independent advisory firms. The firm operates with a small client base and a single advising professional who holds both CFP and Enrolled Agent credentials, combining investment advice with tax expertise.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.85% annually $3,000,001+: 0.65% annually
$400 per hour for limited ad hoc planning engagements
Financial Coaching ongoing fee $500-$2,000 per month
Minimum fee: Initial fee of $200 per household Fee-only: Financial Coaching fees: upfront $3,000-$10,000 plus ongoing $500-$2,000 per month; Hourly Financial Coaching services: $400 per hour
Main office
Eagle ID
Advisors at this office
1
Most active in
Idaho
Also doing business as
Enduro Financial · Enduro Financial, Inc. · Enduro Wealth Management, LLC · Treasure Valley Financial Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Quick links
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