Transparency. Always.
Building trust and transparency is at the heart of every strong financial planner-client relationship. That’s why we’ve made our fees clear and easy to find—no fine print, no surprises.
Building trust and transparency is at the heart of every strong financial planner-client relationship. That’s why we’ve made our fees clear and easy to find—no fine print, no surprises.
OUR PRICING PHILOSOPHY
OUR PRICING PHILOSOPHY
Your Goals First
Your Goals First
We believe your financial success should guide everything we do, including how we structure our fees. That’s why we’ve developed a tiered pricing model that adapts to your needs—whether you’re starting out or managing generational wealth. This approach ensures we’re always focused on delivering the support and value that matter most to you.
We believe your financial success should guide everything we do, including how we structure our fees. That’s why we’ve developed a tiered pricing model that adapts to your needs—whether you’re starting out or managing generational wealth. This approach ensures we’re always focused on delivering the support and value that matter most to you.
How Fees Are Calculated
Our annual fees are based on two main factors: the complexity of your financial situation and the total value of the assets we manage on your behalf.
For Your Unique Needs
We align our pricing aligns with the time, expertise, and resources required to support your financial goals—whether they’re straightforward or more complex.
Commitment to Fairness
By aligning fees with your unique circumstances, we provide a transparent and fair pricing structure that delivers real value tailored to you.
How Fees Are Calculated
Our annual fees are based on two main factors: the complexity of your financial situation and the total value of the assets we manage on your behalf.
For Your Unique Needs
We align our pricing aligns with the time, expertise, and resources required to support your financial goals—whether they’re straightforward or more complex.
Commitment to Fairness
By aligning fees with your unique circumstances, we provide a transparent and fair pricing structure that delivers real value tailored to you.
OUR PRICING
OUR PRICING
How fees are calculated
How fees are calculated
Our fees are designed to accommodate a wide range of financial situations. We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:
Our fees are designed to accommodate a wide range of financial situations. We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:
For clients with more than $350,000 in investable assets.
For clients with more than $350,000 in investable assets.
For clients with less than $350,000 in investable assets.
For clients with less than $350,000 in investable assets.
For clients with more than $350,000 in investable assets, Fees are calculated as a percentage of those assets
—1% on the first $1,000,000 we manage
—0.75% between $1,000,000 and $5,000,000
—0.50% between $5,000,000 and $10,000,000
For clients with less than $350,000 in investable assets, We also charge a $300/month financial planning fee. That covers everything else we do together — budgeting, tax planning, insurance reviews, goal-setting, you name it. Once your investments with us reach $350,000, we drop the $300/month planning fee.
We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.
INCLUSIONS
INCLUSIONS
What You're Getting
What You're Getting
Everything you need for financial peace of mind is included right here. Check out the full list of what comes with our tailored financial solutions. Want to get to know us better? Dive into our Client Relationship Overview PDF and discover how Endeavor goes the extra mile.
Everything you need for financial peace of mind is included right here. Check out the full list of what comes with our tailored financial solutions. Want to get to know us better? Dive into our Client Relationship Overview PDF and discover how Endeavor goes the extra mile.
Dedicated CFP®
Working side by side you
Insurance?
All Figured Out
Investments?Stocks? Bonds?
Rock solid.
Buying A Home?
Just say when.
401k, IRAs, Stock options?
Expertly managed.
Credit Score?
Let's aim high.
Cash-flow?
Smooth and steady.
Tax Planning?
Say no more.
Dedicated CFP®
Working side by side you
Insurance?
All Figured Out
Investments?Stocks? Bonds?
Rock solid.
Buying A Home?
Just say when.
401k, IRAs, Stock options?
Expertly managed.
Credit Score?
Let's aim high.
Cash-flow?
Smooth and steady.
Tax Planning?
Say no more.
Dedicated CFP®
Working side by side you
Insurance?
All Figured Out
Investments?Stocks? Bonds?
Rock solid.
Buying A Home?
Just say when.
401k, IRAs, Stock options?
Expertly managed.
Credit Score?
Let's aim high.
Cash-flow?
Smooth and steady.
Tax Planning?
Say no more.
Dedicated CFP®
Working side by side you
Insurance?
All Figured Out
Investments?Stocks? Bonds?
Rock solid.
Buying A Home?
Just say when.
401k, IRAs, Stock options?
Expertly managed.
Credit Score?
Let's aim high.
Cash-flow?
Smooth and steady.
Tax Planning?
Say no more.
Dedicated CFP®
Working side by side you
Insurance?
All Figured Out
Investments?Stocks? Bonds?
Rock solid.
Buying A Home?
Just say when.
401k, IRAs, Stock options?
Expertly managed.
Credit Score?
Let's aim high.
Cash-flow?
Smooth and steady.
Tax Planning?
Say no more.
ADVISOR IMPACT
ADVISOR IMPACT
Quantifying the Value of Financial Planning Advice
Quantifying the Value of Financial Planning Advice
Financial planning advice isn't just about guidance—it's about measurable impact. Here are the tangible benefits of expert financial planning, showcasing how informed strategies can lead to improved financial outcomes.
Financial planning advice isn't just about guidance—it's about measurable impact. Here are the tangible benefits of expert financial planning, showcasing how informed strategies can lead to improved financial outcomes.
Let's Talk
See how we can help you live your best life in retirement
2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
25 S Arizona Pl
5th Floor,
Chandler, AZ 85225
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503
Let's Talk
See how we can help you live your best life in retirement
2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
25 S Arizona Pl
5th Floor,
Chandler, AZ 85225
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503
Let's Talk
See how we can help you live your best life in retirement
2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
25 S Arizona Pl
5th Floor,
Chandler, AZ 85225
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503