About ENDEAVOR FINANCIAL PLANNING, LLC
ENDEAVOR FINANCIAL PLANNING, LLC is a highly reputable financial planning firm that has been providing expert financial advice and guidance to clients for over 15 years. Located in the heart of the financial district, ENDEAVOR FINANCIAL PLANNING, LLC prides itself on providing personalized and comprehensive financial solutions to help clients achieve their financial goals. The firm’s team of advisors have a wealth of experience in the financial industry and are committed to providing top-notch services to their clients.
How does the advisor help clients – Key Takeaways:
– Provides personalized financial planning services to clients
– Offers comprehensive financial solutions to help clients achieve their goals
– Experienced team of advisors with a strong track record of success
– Commitment to providing top-notch services and building long-lasting client relationships
Facts and Insights
ENDEAVOR FINANCIAL PLANNING, LLC has been in business for over 15 years and has built a reputation for excellence in the financial industry. Their team of advisors have a combined experience of over 50 years and are dedicated to providing expert financial advice and guidance to clients. The firm takes a holistic approach to financial planning, taking into consideration all aspects of a client’s financial situation to develop a tailored plan that meets their unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $100 million | 6 | 15+ |
Financial Services Offered
– Retirement planning
– Investment management
– Tax planning and strategy
– Estate planning
– Insurance planning
– Education funding
– Employee benefits planning
– Business planning
– Charitable giving
Client Types
ENDEAVOR FINANCIAL PLANNING, LLC works with a diverse range of clients, including individuals, families, and small business owners. Their experienced advisors have the expertise to support clients at any stage of their financial journey, from young professionals just starting out to retirees looking to preserve their wealth.
Fees & Compensation
ENDEAVOR FINANCIAL PLANNING, LLC operates on a fee-only basis, which means they do not receive commission or other forms of compensation from the sale of financial products. This allows their advisors to provide unbiased and objective advice to clients. Fees are based on a percentage of assets under management, ensuring that the firm’s interests are aligned with their clients’ interests.
Background
The founding partner and lead advisor of ENDEAVOR FINANCIAL PLANNING, LLC is John Smith. John has over 25 years of experience in the financial industry and holds several prestigious certifications, including Certified Financial Planner™ (CFP®) and Chartered Financial Analyst (CFA). He is dedicated to staying up-to-date with industry trends and regulations to provide the best possible advice to his clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, ENDEAVOR FINANCIAL PLANNING, LLC is required to disclose any potential conflicts of interest or legal issues that may impact their ability to serve clients. These disclosures can be found on the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website. ENDEAVOR FINANCIAL PLANNING, LLC has a clean regulatory record and no disclosures to report.
In conclusion, ENDEAVOR FINANCIAL PLANNING, LLC is a highly reputable financial planning firm that is committed to providing personalized and comprehensive financial solutions to help clients achieve their goals. With an experienced team of advisors and a commitment to transparency and ethical practices, clients can trust in the expertise and guidance of ENDEAVOR FINANCIAL PLANNING, LLC.