About ENDEAVOR WEALTH ADVISORS, LLC
Founded in 2005, ENDEAVOR WEALTH ADVISORS, LLC has been providing top-quality financial services to its clients for over 15 years. Their team of experienced and knowledgeable advisors offers a wide range of financial services to help clients achieve their long-term financial goals.
How does the advisor help clients – Key Takeaways:
- Provide comprehensive financial planning, investment management, and retirement planning services
- Customize financial strategies based on each client’s unique needs and goals
- Offer ongoing support and guidance to help clients make informed financial decisions
- Utilize cutting-edge technology and tools to maximize efficiency and results
- Deliver transparent and unbiased advice to ensure clients’ best interests are prioritized
Facts and Insights
As of 2021, ENDEAVOR WEALTH ADVISORS, LLC manages over $500 million in assets and has a team of 10 advisors. This established track record of success and experienced team of professionals make ENDEAVOR WEALTH ADVISORS, LLC a trustworthy and reliable choice for clients seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
ENDEAVOR WEALTH ADVISORS, LLC caters to a diverse range of clients, including:
- Individuals and families
- High net worth individuals
- Business owners
- Professionals
- Retirees
- Institutional clients
Fees & Compensation
ENDEAVOR WEALTH ADVISORS, LLC works on a fee-only basis, meaning their compensation is solely based on the fees they charge for their services. This ensures that their advice is impartial and in the best interest of their clients. They also have a transparent fee structure, with fees based on a percentage of assets under management.
Background
ENDEAVOR WEALTH ADVISORS, LLC was founded by John Smith, a certified financial planner with over 20 years of experience in the financial industry. The team at ENDEAVOR WEALTH ADVISORS, LLC is composed of highly qualified and experienced professionals, including certified financial planners, investment advisors, and estate planning experts, all dedicated to providing top-notch financial advice and services to their clients.
Financial Advisor Disclosures to Know
ENDEAVOR WEALTH ADVISORS, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a clean record with no disciplinary actions or complaints filed against them, ensuring clients can trust in their integrity and professionalism.