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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PrimeUnison
- Established Date
- 10-23-2019
- Office Locations
- 2
Office Locations
About Endurance Financial Planning, LLC
Endurance Financial Planning is a Texas-based fiduciary RIA focused on comprehensive financial planning and accountability, serving long-term investors interested in markets, personal finance, and multigenerational wealth. Portfolios emphasize ETFs and public funds with active asset-allocation and risk-management considerations, and planning may include tax, estate, and insurance guidance. Custody is primarily with Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Services
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Owner & Executives
Sergio Garcia
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6737683
- Ownership
- 50% but less than 75%
Rosa Helena Ybarra
Certified Financial Planner, Manager
- CRD
- #6156422
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Jose Antonio Cadena
Financial Advisor, General Partner
- CRD
- #7380113
Timothy Christian Fleming
Financial Advisor, General Partner
- CRD
- #7193379
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,506,500 | -- |
| Non-Discretionary | $266,887 | -- |
| Total | $101,773,387 | -- |
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Separately Managed Accounts
Total SMA Asset: $101,773,387
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $966,349,983 | 24.7% |
| Cash | $997,648,768 | 25.5% |
| Equity - Exchange | $547,728,735 | 14.0% |
| Other | $1,400,620,623 | 35.8% |
| Total | $3,912,348,109 | 100.0% |